+2,802.6%
MULL vs DRI
+6.9%
+2,795.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.5% | +12.3% | +11.7% |
| 7D | +17.3% | +0.6% | +16.7% | +17.4% |
| 30D | +23.5% | +3.8% | +19.7% | +24.5% |
| 3M | -24.0% | +13.0% | -37.0% | -23.8% |
| 6M | +276.7% | +8.3% | +268.4% | +281.0% |
| YTD | +565.1% | +20.6% | +544.5% | +548.1% |
| 1Y | +2,802.6% | +6.5% | +2,796.1% | +2,831.0% |
| All | +2,802.6% | +6.9% | +2,795.6% | +2,831.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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