-30.7%
MUZ vs RACE
+18.8%
-49.5%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.9% | -2.3% | +36.2% | +32.3% |
| 7D | +79.0% | +5.7% | +73.3% | +84.4% |
| 30D | +104.4% | +9.3% | +95.1% | +115.7% |
| 3M | +27.0% | +3.8% | +23.1% | +28.6% |
| All | -30.7% | +18.8% | -49.5% | -20.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling