+2,581.4%
MULL vs BEN
+75.4%
+2,505.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +6.9% | +7.5% |
| 7D | +14.8% | +3.4% | +11.4% | +9.9% |
| 30D | +36.6% | +1.8% | +34.8% | +33.6% |
| 3M | -8.9% | +8.4% | -17.3% | -17.9% |
| 6M | +311.9% | +35.6% | +276.3% | +176.2% |
| YTD | +579.8% | +46.4% | +533.5% | +292.8% |
| 1Y | +2,421.5% | +46.3% | +2,375.2% | +1,361.1% |
| All | +2,581.4% | +75.4% | +2,505.9% | +923.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling