+2,802.6%
MULL vs SONY
-10.8%
+2,813.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.6% | +13.4% | +12.1% |
| 7D | +17.3% | -1.2% | +18.5% | +17.5% |
| 30D | +23.5% | +9.4% | +14.1% | +20.1% |
| 3M | -24.0% | +10.5% | -34.5% | -25.3% |
| 6M | +276.7% | +11.7% | +265.1% | +259.7% |
| YTD | +565.1% | -4.1% | +569.1% | +662.3% |
| 1Y | +2,802.6% | -11.8% | +2,814.4% | +3,890.1% |
| All | +2,802.6% | -10.8% | +2,813.4% | +3,890.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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