+475.1%
MULL vs SUI
+1.6%
+473.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +5.2% | -18.9% | -0.5% |
| 7D | -35.9% | +10.0% | -45.9% | -15.7% |
| 30D | -47.3% | +8.4% | -55.7% | -31.0% |
| 3M | -30.6% | +0.7% | -31.2% | -25.0% |
| 6M | +13.7% | -0.9% | +14.6% | +35.5% |
| YTD | +272.1% | +0.6% | +271.5% | +349.2% |
| 1Y | +475.1% | +0.8% | +474.3% | +583.8% |
| All | +475.1% | +1.6% | +473.4% | +583.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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