+2,581.4%
MULL vs BUD
+43.0%
+2,538.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.2% | +7.6% | +6.1% |
| 7D | +14.8% | -1.3% | +16.1% | +15.2% |
| 30D | +36.6% | -6.1% | +42.7% | +39.2% |
| 3M | -8.9% | -3.8% | -5.1% | -9.3% |
| 6M | +311.9% | +8.2% | +303.8% | +281.5% |
| YTD | +579.8% | +23.6% | +556.3% | +496.7% |
| 1Y | +2,421.5% | +33.4% | +2,388.1% | +2,011.9% |
| All | +2,581.4% | +43.0% | +2,538.4% | +1,805.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling