+2,802.6%
MULL vs INDA
-5.0%
+2,807.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | 0.0% | +11.8% | +11.9% |
| 7D | +17.3% | +0.7% | +16.6% | +15.7% |
| 30D | +23.5% | -0.8% | +24.3% | +25.9% |
| 3M | -24.0% | +3.9% | -27.9% | -26.8% |
| 6M | +276.7% | -0.7% | +277.5% | +288.7% |
| YTD | +565.1% | -7.7% | +572.7% | +662.7% |
| 1Y | +2,802.6% | -5.1% | +2,807.7% | +3,052.2% |
| All | +2,802.6% | -5.0% | +2,807.6% | +3,052.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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