+2,330.7%
MULL vs BEN
+73.1%
+2,257.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.3% | -8.0% | -7.5% |
| 7D | +3.6% | +0.3% | +3.3% | +3.5% |
| 30D | +22.0% | +0.9% | +21.1% | +21.1% |
| 3M | -8.6% | +9.2% | -17.8% | -18.5% |
| 6M | +248.5% | +36.8% | +211.7% | +132.2% |
| YTD | +516.3% | +44.4% | +471.9% | +263.3% |
| 1Y | +2,036.6% | +45.8% | +1,990.8% | +1,144.8% |
| All | +2,330.7% | +73.1% | +2,257.6% | +846.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling