+2,581.4%
MULL vs TECH
-2.2%
+2,583.6%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.5% |
| 7D | +14.8% | -0.1% | +14.8% | +14.8% |
| 30D | +36.6% | +0.3% | +36.3% | +36.3% |
| 3M | -8.9% | +32.9% | -41.8% | -25.9% |
| 6M | +311.9% | +32.1% | +279.9% | +214.9% |
| YTD | +579.8% | +23.4% | +556.5% | +432.3% |
| 1Y | +2,421.5% | +34.1% | +2,387.5% | +1,657.5% |
| All | +2,581.4% | -2.2% | +2,583.6% | +2,383.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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