+2,330.7%
MULL vs TRU
-26.5%
+2,357.2%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.3% |
| 7D | +3.6% | -9.4% | +13.0% | +7.2% |
| 30D | +22.0% | -4.1% | +26.1% | +23.1% |
| 3M | -8.6% | +13.6% | -22.2% | -22.6% |
| 6M | +248.5% | +3.6% | +244.9% | +206.2% |
| YTD | +516.3% | -9.8% | +526.1% | +489.3% |
| 1Y | +2,036.6% | -13.6% | +2,050.3% | +2,037.4% |
| All | +2,330.7% | -26.5% | +2,357.2% | +2,705.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling