+1,138.0%
MUU vs RACE
-6.1%
+1,144.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.7% | +11.8% | +12.0% |
| 7D | -27.2% | +3.9% | -31.1% | -28.7% |
| 30D | -54.0% | +7.4% | -61.5% | -56.2% |
| 3M | -41.4% | +1.6% | -43.0% | -42.0% |
| 6M | -42.5% | +23.3% | -65.8% | -51.0% |
| YTD | +211.2% | +14.7% | +196.5% | +176.7% |
| 1Y | +313.4% | +2.5% | +310.8% | +310.9% |
| All | +1,138.0% | -6.1% | +1,144.1% | +1,082.8% |
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