+2,036.6%
MULL vs RGEN
+39.1%
+1,997.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.2% | -9.1% | -9.2% |
| 7D | +3.6% | -2.9% | +6.5% | +5.1% |
| 30D | +22.0% | -0.1% | +22.1% | +22.2% |
| 3M | -8.6% | +25.9% | -34.6% | -21.5% |
| 6M | +248.5% | +35.2% | +213.3% | +173.7% |
| YTD | +516.3% | +0.5% | +515.8% | +558.6% |
| 1Y | +2,036.6% | +37.0% | +1,999.7% | +1,666.1% |
| All | +2,036.6% | +39.1% | +1,997.6% | +1,666.1% |
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