+2,302.1%
MULL vs BR
-23.2%
+2,325.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.4% |
| 7D | -8.4% | -3.0% | -5.5% | -10.1% |
| 30D | +9.7% | -0.3% | +10.0% | +9.8% |
| 3M | -26.8% | +17.3% | -44.1% | -18.0% |
| 6M | +220.7% | -6.7% | +227.4% | +285.0% |
| YTD | +509.0% | -23.4% | +532.5% | +725.0% |
| 1Y | +1,739.5% | -32.7% | +1,772.2% | +2,788.9% |
| All | +2,302.1% | -23.2% | +2,325.4% | +3,388.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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