+2,538.2%
MUU vs RACE
-9.0%
+2,547.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.3% |
| 7D | +13.9% | -1.0% | +15.0% | +14.6% |
| 30D | +24.8% | -1.5% | +26.3% | +26.5% |
| 3M | -15.7% | +15.5% | -31.2% | -24.0% |
| 6M | +338.9% | +17.3% | +321.6% | +283.2% |
| YTD | +563.2% | +11.1% | +552.0% | +502.8% |
| 1Y | +2,577.5% | -14.3% | +2,591.8% | +3,043.8% |
| All | +2,538.2% | -9.0% | +2,547.2% | +2,476.9% |
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 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