+2,257.0%
MULL vs CPB
-30.6%
+2,287.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.6% | +4.9% | +6.1% |
| 7D | +14.8% | -8.0% | +22.8% | +3.3% |
| 30D | +36.6% | -2.4% | +39.0% | +33.9% |
| 3M | -8.9% | +0.5% | -9.4% | +1.4% |
| 6M | +311.9% | -10.5% | +322.4% | +335.1% |
| YTD | +579.8% | -17.5% | +597.4% | +616.1% |
| All | +2,257.0% | -30.6% | +2,287.6% | +2,479.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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