+475.1%
MULL vs GEN
+20.2%
+454.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +4.0% | -17.7% | -12.1% |
| 7D | -35.9% | +26.9% | -62.8% | -28.8% |
| 30D | -47.3% | +38.6% | -86.0% | -39.7% |
| 3M | -30.6% | +9.7% | -40.3% | -25.8% |
| 6M | +13.7% | +58.9% | -45.2% | +17.3% |
| YTD | +272.1% | +15.3% | +256.8% | +198.1% |
| 1Y | +475.1% | +21.8% | +453.3% | +379.8% |
| All | +475.1% | +20.2% | +454.9% | +379.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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