+475.1%
MULL vs RRX
+30.0%
+445.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | -3.6% | -10.1% | -8.6% |
| 7D | -35.9% | +7.6% | -43.5% | -43.0% |
| 30D | -47.3% | +7.5% | -54.9% | -52.7% |
| 3M | -30.6% | -21.0% | -9.5% | -6.5% |
| 6M | +13.7% | -18.1% | +31.8% | +69.0% |
| YTD | +272.1% | +24.3% | +247.8% | +202.4% |
| 1Y | +475.1% | +29.3% | +445.8% | +356.2% |
| All | +475.1% | +30.0% | +445.1% | +356.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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