+2,802.6%
MULL vs TRU
-7.3%
+2,809.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -5.9% | +17.7% | +7.8% |
| 7D | +17.3% | -6.8% | +24.1% | +12.5% |
| 30D | +23.5% | 0.0% | +23.5% | +24.3% |
| 3M | -24.0% | +13.3% | -37.3% | -15.1% |
| 6M | +276.7% | +3.4% | +273.3% | +319.2% |
| YTD | +565.1% | -6.4% | +571.5% | +661.0% |
| 1Y | +2,802.6% | -9.7% | +2,812.3% | +3,309.9% |
| All | +2,802.6% | -7.3% | +2,809.9% | +3,309.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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