+337.6%
MULL vs BUD
+31.7%
+305.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.5% |
| 7D | +43.3% | -1.6% | +44.9% | +42.1% |
| 30D | -37.4% | +6.7% | -44.1% | -35.6% |
| 3M | -36.8% | +5.9% | -42.7% | -34.5% |
| 6M | -36.9% | +5.1% | -41.9% | -36.6% |
| YTD | +250.7% | +32.9% | +217.8% | +236.3% |
| 1Y | +337.6% | +31.8% | +305.8% | +320.1% |
| All | +337.6% | +31.7% | +305.9% | +320.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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