+2,444.0%
MULL vs GEN
+2.9%
+2,441.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.7% | -0.3% | -1.4% |
| 7D | +14.0% | -0.7% | +14.7% | +14.3% |
| 30D | +24.8% | +2.6% | +22.2% | +22.1% |
| 3M | -16.1% | +15.8% | -31.9% | -28.1% |
| 6M | +330.9% | +33.1% | +297.8% | +213.3% |
| YTD | +545.0% | +11.3% | +533.7% | +476.4% |
| 1Y | +2,427.1% | +1.7% | +2,425.5% | +2,528.6% |
| All | +2,444.0% | +2.9% | +2,441.1% | +2,419.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling