+1,739.5%
MULL vs HRB
-6.2%
+1,745.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -0.7% |
| 7D | -8.4% | -8.0% | -0.4% | -15.8% |
| 30D | +9.7% | -16.0% | +25.7% | -6.6% |
| 3M | -26.8% | +26.9% | -53.6% | +4.1% |
| 6M | +220.7% | +51.1% | +169.6% | +429.0% |
| YTD | +509.0% | +7.1% | +502.0% | +673.4% |
| 1Y | +1,739.5% | -9.6% | +1,749.1% | +2,167.5% |
| All | +1,739.5% | -6.2% | +1,745.7% | +2,167.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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