+475.1%
MULL vs BEN
+56.2%
+418.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +4.7% | -18.4% | -19.0% |
| 7D | -35.9% | +6.7% | -42.7% | -41.3% |
| 30D | -47.3% | +3.0% | -50.3% | -49.4% |
| 3M | -30.6% | -4.3% | -26.2% | -27.2% |
| 6M | +13.7% | +16.4% | -2.7% | -0.1% |
| YTD | +272.1% | +46.8% | +225.3% | +137.2% |
| 1Y | +475.1% | +57.3% | +417.7% | +227.3% |
| All | +475.1% | +56.2% | +418.8% | +227.3% |
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