+2,330.7%
MULL vs TRMB
-22.4%
+2,353.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.0% | -8.4% | -8.2% |
| 7D | +3.6% | -5.4% | +9.0% | +10.1% |
| 30D | +22.0% | -2.0% | +24.0% | +22.0% |
| 3M | -8.6% | +12.3% | -21.0% | -31.8% |
| 6M | +248.5% | -17.6% | +266.1% | +330.2% |
| YTD | +516.3% | -27.5% | +543.7% | +846.4% |
| 1Y | +2,036.6% | -29.1% | +2,065.7% | +3,423.0% |
| All | +2,330.7% | -22.4% | +2,353.1% | +3,268.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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