+2,444.0%
MULL vs RBA
-10.9%
+2,454.9%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -1.7% |
| 7D | +14.0% | -1.1% | +15.0% | +14.8% |
| 30D | +24.8% | -13.2% | +38.0% | +36.5% |
| 3M | -16.1% | -21.4% | +5.3% | -5.8% |
| 6M | +330.9% | -20.9% | +351.8% | +377.4% |
| YTD | +545.0% | -19.9% | +564.9% | +551.7% |
| 1Y | +2,427.1% | -28.7% | +2,455.8% | +2,986.1% |
| All | +2,444.0% | -10.9% | +2,454.9% | +2,040.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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