+1,283.0%
MULL vs GEN
+2.5%
+1,280.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.5% |
| 7D | +43.3% | -3.0% | +46.3% | +44.4% |
| 30D | -37.4% | +24.7% | -62.1% | -42.2% |
| 3M | -36.8% | +4.1% | -41.0% | -38.4% |
| 6M | -36.9% | +36.0% | -72.9% | -55.0% |
| YTD | +250.7% | +10.9% | +239.8% | +215.8% |
| 1Y | +337.6% | +12.2% | +325.4% | +280.7% |
| All | +1,283.0% | +2.5% | +1,280.5% | +1,280.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling