+2,802.6%
MULL vs WY
-5.4%
+2,808.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.1% | +11.9% | +11.8% |
| 7D | +17.3% | -2.6% | +19.9% | +16.4% |
| 30D | +23.5% | -10.9% | +34.4% | +18.8% |
| 3M | -24.0% | -6.0% | -18.0% | -23.3% |
| 6M | +276.7% | -5.6% | +282.4% | +278.3% |
| YTD | +565.1% | -1.1% | +566.2% | +545.7% |
| 1Y | +2,802.6% | -7.5% | +2,810.1% | +3,197.3% |
| All | +2,802.6% | -5.4% | +2,808.0% | +3,197.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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