+2,802.6%
MULL vs RGEN
+45.2%
+2,757.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.2% | +13.0% | +12.5% |
| 7D | +17.3% | -4.9% | +22.2% | +20.6% |
| 30D | +23.5% | +5.7% | +17.8% | +20.1% |
| 3M | -24.0% | +32.4% | -56.4% | -36.5% |
| 6M | +276.7% | +33.2% | +243.6% | +202.2% |
| YTD | +565.1% | +2.3% | +562.8% | +603.9% |
| 1Y | +2,802.6% | +39.0% | +2,763.6% | +2,365.7% |
| All | +2,802.6% | +45.2% | +2,757.4% | +2,365.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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