+2,523.1%
MULL vs GEN
+5.8%
+2,517.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -2.2% | +14.0% | +13.1% |
| 7D | +17.3% | -1.2% | +18.5% | +18.0% |
| 30D | +23.5% | +10.1% | +13.4% | +15.6% |
| 3M | -24.0% | +16.1% | -40.1% | -34.1% |
| 6M | +276.7% | +38.9% | +237.9% | +164.7% |
| YTD | +565.1% | +14.4% | +550.6% | +484.7% |
| 1Y | +2,802.6% | +5.9% | +2,796.7% | +2,789.3% |
| All | +2,523.1% | +5.8% | +2,517.3% | +2,455.4% |
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 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