+475.1%
MULL vs TRI
-22.4%
+497.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +6.4% | -20.2% | -7.1% |
| 7D | -35.9% | +1.0% | -36.9% | -33.7% |
| 30D | -47.3% | +20.8% | -68.1% | -33.6% |
| 3M | -30.6% | +8.1% | -38.7% | -19.3% |
| 6M | +13.7% | +24.2% | -10.5% | +90.3% |
| YTD | +272.1% | -7.8% | +279.9% | +463.1% |
| 1Y | +475.1% | -16.7% | +491.7% | +750.4% |
| All | +475.1% | -22.4% | +497.5% | +750.4% |
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