+337.6%
MULL vs RACE
-4.6%
+342.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.5% | -0.8% | -2.7% |
| 7D | +43.3% | -4.0% | +47.3% | +44.6% |
| 30D | -37.4% | +3.5% | -41.0% | -37.6% |
| 3M | -36.8% | -0.4% | -36.4% | -36.1% |
| 6M | -36.9% | +23.2% | -60.0% | -38.7% |
| YTD | +250.7% | +11.0% | +239.7% | +281.7% |
| 1Y | +337.6% | -2.2% | +339.8% | +375.9% |
| All | +337.6% | -4.6% | +342.2% | +375.9% |
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