+343.3%
MULL vs GEN
+14.8%
+328.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.4% | -7.6% | -4.2% |
| 7D | +24.5% | +2.0% | +22.5% | +25.4% |
| 30D | -35.5% | +27.7% | -63.2% | -28.3% |
| 3M | -44.8% | +3.3% | -48.1% | -42.1% |
| 6M | -45.5% | +31.8% | -77.3% | -42.0% |
| YTD | +232.5% | +13.5% | +219.0% | +153.5% |
| 1Y | +343.3% | +16.0% | +327.2% | +239.3% |
| All | +343.3% | +14.8% | +328.4% | +239.3% |
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