+1,000.7%
MUU vs RACE
-6.7%
+1,007.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.5% | +10.7% | +10.2% |
| 7D | -42.8% | +5.1% | -47.9% | -44.6% |
| 30D | -63.6% | +7.7% | -71.3% | -65.4% |
| 3M | -48.5% | +2.2% | -50.7% | -49.2% |
| 6M | -36.9% | +23.8% | -60.7% | -46.5% |
| YTD | +176.7% | +13.9% | +162.8% | +147.0% |
| 1Y | +266.3% | +3.8% | +262.5% | +258.1% |
| All | +1,000.7% | -6.7% | +1,007.3% | +955.7% |
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