+2,523.1%
MULL vs DOC
+3.6%
+2,519.5%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.8% | +13.6% | +12.8% |
| 7D | +17.3% | -1.5% | +18.8% | +18.1% |
| 30D | +23.5% | -4.8% | +28.3% | +26.7% |
| 3M | -24.0% | +6.9% | -30.9% | -29.3% |
| 6M | +276.7% | +20.7% | +256.0% | +216.7% |
| YTD | +565.1% | +34.1% | +530.9% | +390.2% |
| 1Y | +2,802.6% | +22.6% | +2,779.9% | +2,263.6% |
| All | +2,523.1% | +3.6% | +2,519.5% | +2,512.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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