+343.3%
MULL vs BEN
+65.1%
+278.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.4% | -5.6% | -5.8% |
| 7D | +24.5% | +6.8% | +17.7% | +14.3% |
| 30D | -35.5% | +18.0% | -53.5% | -46.4% |
| 3M | -44.8% | +7.5% | -52.3% | -48.3% |
| 6M | -45.5% | +14.7% | -60.2% | -51.7% |
| YTD | +232.5% | +56.1% | +176.4% | +94.8% |
| 1Y | +343.3% | +69.6% | +273.7% | +117.6% |
| All | +343.3% | +65.1% | +278.2% | +117.6% |
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