+2,802.6%
MULL vs TRI
-38.3%
+2,840.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -5.4% | +17.2% | +6.5% |
| 7D | +17.3% | -0.5% | +17.8% | +17.2% |
| 30D | +23.5% | +7.9% | +15.6% | +35.4% |
| 3M | -24.0% | +24.1% | -48.0% | +7.0% |
| 6M | +276.7% | +3.8% | +272.9% | +428.6% |
| YTD | +565.1% | -16.9% | +581.9% | +807.6% |
| 1Y | +2,802.6% | -38.4% | +2,841.0% | +3,359.8% |
| All | +2,802.6% | -38.3% | +2,840.8% | +3,359.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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