+2,581.4%
MULL vs RVTY
+3.7%
+2,577.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.5% | +7.9% | +8.1% |
| 7D | +14.8% | -5.4% | +20.2% | +21.5% |
| 30D | +36.6% | +6.7% | +29.8% | +27.6% |
| 3M | -8.9% | +19.0% | -27.9% | -24.6% |
| 6M | +311.9% | +34.6% | +277.3% | +196.3% |
| YTD | +579.8% | +28.3% | +551.6% | +393.1% |
| 1Y | +2,421.5% | +46.0% | +2,375.5% | +1,459.7% |
| All | +2,581.4% | +3.7% | +2,577.7% | +2,187.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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