+276.7%
MULL vs BEN
+33.2%
+243.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +3.5% | +8.3% | +6.9% |
| 7D | +17.3% | +0.2% | +17.1% | +17.1% |
| 30D | +23.5% | -0.5% | +24.0% | +24.7% |
| 3M | -24.0% | +9.7% | -33.7% | -31.9% |
| 6M | +276.7% | +33.9% | +242.8% | +162.6% |
| All | +276.7% | +33.2% | +243.6% | +162.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling