+1,739.5%
MULL vs TRU
-13.7%
+1,753.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -0.5% |
| 7D | -8.4% | -2.7% | -5.7% | -10.2% |
| 30D | +9.7% | -2.0% | +11.7% | +8.7% |
| 3M | -26.8% | +18.4% | -45.2% | -18.4% |
| 6M | +220.7% | +8.9% | +211.8% | +252.1% |
| YTD | +509.0% | -8.9% | +518.0% | +585.3% |
| 1Y | +1,739.5% | -15.9% | +1,755.4% | +2,071.2% |
| All | +1,739.5% | -13.7% | +1,753.2% | +2,071.2% |
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