+2,802.6%
MULL vs BEN
+42.6%
+2,760.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +3.5% | +8.3% | +8.1% |
| 7D | +17.3% | +0.2% | +17.1% | +17.2% |
| 30D | +23.5% | -0.5% | +24.0% | +24.5% |
| 3M | -24.0% | +9.7% | -33.7% | -29.8% |
| 6M | +276.7% | +33.9% | +242.8% | +196.1% |
| YTD | +565.1% | +49.0% | +516.1% | +358.8% |
| 1Y | +2,802.6% | +42.1% | +2,760.5% | +1,827.2% |
| All | +2,802.6% | +42.6% | +2,760.0% | +1,827.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling