+504.3%
MUU vs RACE
+10.6%
+493.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.3% | -18.3% | -14.5% |
| 7D | -35.9% | +9.9% | -45.8% | -36.9% |
| 30D | -47.1% | +12.8% | -59.9% | -48.3% |
| 3M | -29.8% | +7.4% | -37.2% | -30.4% |
| 6M | +16.0% | +27.6% | -11.6% | +11.6% |
| YTD | +286.1% | +18.4% | +267.7% | +309.1% |
| 1Y | +504.3% | +9.5% | +494.8% | +566.9% |
| All | +504.3% | +10.6% | +493.8% | +566.9% |
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