+2,330.7%
MULL vs GEN
+3.4%
+2,327.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.7% | -10.1% | -9.8% |
| 7D | +3.6% | -4.3% | +7.9% | +6.1% |
| 30D | +22.0% | +3.8% | +18.3% | +18.6% |
| 3M | -8.6% | +22.3% | -30.9% | -26.2% |
| 6M | +248.5% | +39.0% | +209.6% | +142.7% |
| YTD | +516.3% | +11.9% | +504.4% | +448.8% |
| 1Y | +2,036.6% | +4.5% | +2,032.1% | +2,021.3% |
| All | +2,330.7% | +3.4% | +2,327.3% | +2,298.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling