+475.1%
MULL vs FND
-10.3%
+485.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +10.9% | -24.7% | -16.0% |
| 7D | -35.9% | +12.3% | -48.2% | -37.9% |
| 30D | -47.3% | +14.7% | -62.1% | -49.5% |
| 3M | -30.6% | -12.0% | -18.6% | -27.2% |
| 6M | +13.7% | +10.8% | +2.9% | +6.0% |
| YTD | +272.1% | -12.3% | +284.4% | +264.5% |
| 1Y | +475.1% | -13.4% | +488.5% | +467.9% |
| All | +475.1% | -10.3% | +485.3% | +467.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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