+1,082.9%
MULL vs RACE
-4.0%
+1,086.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +0.7% | +11.7% | +11.9% |
| 7D | -27.1% | +3.9% | -31.0% | -28.7% |
| 30D | -54.2% | +7.4% | -61.7% | -56.4% |
| 3M | -42.0% | +1.6% | -43.6% | -42.5% |
| 6M | -43.5% | +23.3% | -66.8% | -52.0% |
| YTD | +199.9% | +14.7% | +185.3% | +166.5% |
| 1Y | +292.8% | +2.5% | +290.3% | +292.3% |
| All | +1,082.9% | -4.0% | +1,086.9% | +927.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling