+2.3%
MUB vs RACE
+93.6%
-91.3%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.1% |
| 7D | -0.9% | -2.5% | +1.7% | -0.8% |
| 30D | -1.4% | +0.8% | -2.2% | -1.5% |
| 3M | -2.2% | +17.2% | -19.3% | -2.7% |
| 6M | -1.9% | +13.6% | -15.5% | -2.4% |
| YTD | -0.8% | +12.2% | -13.0% | -1.3% |
| 1Y | +2.7% | -16.3% | +19.0% | +3.1% |
| 3Y | +8.6% | +36.4% | -27.9% | +6.5% |
| All | +2.3% | +93.6% | -91.3% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RACE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling