+2,302.1%
MULL vs RRX
-5.5%
+2,307.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -6.3% |
| 7D | -8.4% | -0.3% | -8.1% | -8.3% |
| 30D | +9.7% | -6.1% | +15.8% | +19.3% |
| 3M | -26.8% | -23.1% | -3.7% | +11.2% |
| 6M | +220.7% | -19.5% | +240.2% | +385.1% |
| YTD | +509.0% | +16.1% | +493.0% | +459.2% |
| 1Y | +1,739.5% | +12.9% | +1,726.6% | +1,668.5% |
| All | +2,302.1% | -5.5% | +2,307.7% | +2,189.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling