+2,802.6%
MULL vs NTR
+43.1%
+2,759.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.6% | +13.4% | +11.6% |
| 7D | +17.3% | +8.1% | +9.2% | +18.7% |
| 30D | +23.5% | +18.8% | +4.7% | +27.1% |
| 3M | -24.0% | +16.2% | -40.2% | -21.7% |
| 6M | +276.7% | +9.8% | +267.0% | +283.8% |
| YTD | +565.1% | +30.9% | +534.2% | +605.3% |
| 1Y | +2,802.6% | +41.8% | +2,760.8% | +3,050.3% |
| All | +2,802.6% | +43.1% | +2,759.5% | +3,050.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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