+2,330.7%
MULL vs HRB
-20.6%
+2,351.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.6% | -8.8% | -9.8% |
| 7D | +3.6% | -12.2% | +15.8% | -6.1% |
| 30D | +22.0% | -3.0% | +25.0% | +19.4% |
| 3M | -8.6% | +21.7% | -30.3% | +16.6% |
| 6M | +248.5% | +52.3% | +196.2% | +407.4% |
| YTD | +516.3% | +6.5% | +509.8% | +709.8% |
| 1Y | +2,036.6% | -6.7% | +2,043.3% | +2,664.0% |
| All | +2,330.7% | -20.6% | +2,351.4% | +3,119.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling