+2,581.4%
MULL vs HRB
-20.2%
+2,601.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.6% | +7.0% | +4.1% |
| 7D | +14.8% | -10.6% | +25.4% | +5.5% |
| 30D | +36.6% | -0.8% | +37.4% | +36.2% |
| 3M | -8.9% | +19.1% | -27.9% | +15.1% |
| 6M | +311.9% | +48.7% | +263.2% | +496.4% |
| YTD | +579.8% | +7.1% | +572.7% | +797.6% |
| 1Y | +2,421.5% | -8.3% | +2,429.9% | +3,168.9% |
| All | +2,581.4% | -20.2% | +2,601.6% | +3,468.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling