+1,272.2%
MUU vs RACE
-7.8%
+1,280.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.4% | -6.6% | -6.2% |
| 7D | +24.7% | -1.2% | +25.9% | +25.7% |
| 30D | -35.1% | +6.1% | -41.3% | -37.7% |
| 3M | -44.3% | -0.3% | -44.0% | -44.1% |
| 6M | -44.4% | +23.4% | -67.9% | -52.7% |
| YTD | +244.9% | +12.5% | +232.4% | +210.5% |
| 1Y | +365.6% | -0.5% | +366.1% | +376.0% |
| All | +1,272.2% | -7.8% | +1,280.0% | +1,227.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling