+953.2%
MULL vs RACE
-4.6%
+957.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.5% | +10.6% | +10.1% |
| 7D | -42.7% | +5.1% | -47.8% | -44.5% |
| 30D | -63.8% | +7.7% | -71.5% | -65.5% |
| 3M | -49.0% | +2.2% | -51.2% | -49.7% |
| 6M | -38.2% | +23.8% | -61.9% | -47.7% |
| YTD | +167.0% | +13.9% | +153.1% | +138.2% |
| 1Y | +247.7% | +3.8% | +243.9% | +241.2% |
| All | +953.2% | -4.6% | +957.8% | +818.5% |
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 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