+475.1%
MULL vs ITOT
+14.7%
+460.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +1.5% | -15.3% | -23.7% |
| 7D | -35.9% | -0.7% | -35.2% | -33.7% |
| 30D | -47.3% | -1.1% | -46.3% | -43.0% |
| 3M | -30.6% | -0.8% | -29.8% | -26.3% |
| 6M | +13.7% | +7.0% | +6.7% | -10.5% |
| YTD | +272.1% | +13.3% | +258.8% | +130.9% |
| 1Y | +475.1% | +14.8% | +460.2% | +244.6% |
| All | +475.1% | +14.7% | +460.4% | +244.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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