+337.6%
MULL vs GEN
+11.7%
+325.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -4.5% |
| 7D | +43.3% | -3.0% | +46.3% | +41.5% |
| 30D | -37.4% | +24.7% | -62.1% | -31.3% |
| 3M | -36.8% | +4.1% | -41.0% | -34.0% |
| 6M | -36.9% | +36.0% | -72.9% | -35.2% |
| YTD | +250.7% | +10.9% | +239.8% | +168.1% |
| 1Y | +337.6% | +12.2% | +325.4% | +235.3% |
| All | +337.6% | +11.7% | +325.9% | +235.3% |
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