+475.1%
MULL vs RACE
+10.6%
+464.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +4.3% | -18.0% | -14.3% |
| 7D | -35.9% | +9.9% | -45.8% | -37.0% |
| 30D | -47.3% | +12.8% | -60.1% | -48.6% |
| 3M | -30.6% | +7.4% | -37.9% | -31.1% |
| 6M | +13.7% | +27.6% | -13.9% | +9.3% |
| YTD | +272.1% | +18.4% | +253.7% | +294.2% |
| 1Y | +475.1% | +9.5% | +465.5% | +534.8% |
| All | +475.1% | +10.6% | +464.5% | +534.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling