+1,283.0%
MULL vs BB
+280.0%
+1,003.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.0% | -0.3% | -0.9% |
| 7D | +43.3% | +9.0% | +34.3% | +34.8% |
| 30D | -37.4% | +7.7% | -45.1% | -39.6% |
| 3M | -36.8% | +4.0% | -40.8% | -39.5% |
| 6M | -36.9% | +46.6% | -83.5% | -51.2% |
| YTD | +250.7% | +140.6% | +110.0% | +81.4% |
| 1Y | +337.6% | +103.1% | +234.5% | +153.9% |
| All | +1,283.0% | +280.0% | +1,003.0% | +443.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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