+248.5%
MULL vs TRU
+2.0%
+246.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.5% |
| 7D | +3.6% | -9.4% | +13.0% | -9.3% |
| 30D | +22.0% | -4.1% | +26.1% | +16.2% |
| 3M | -8.6% | +13.6% | -22.2% | +15.6% |
| 6M | +248.5% | +3.6% | +244.9% | +342.2% |
| All | +248.5% | +2.0% | +246.5% | +342.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling