+55.3%
BE vs MXL
+276.5%
-221.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -11.1% | +4.8% | -2.5% |
| 7D | -12.1% | -24.3% | +12.2% | -3.2% |
| 30D | -30.1% | -46.1% | +16.0% | -13.9% |
| 3M | -12.1% | -21.8% | +9.7% | -5.1% |
| 6M | -30.6% | -27.2% | -3.3% | -23.3% |
| YTD | +130.6% | +226.2% | -95.5% | +26.4% |
| 1Y | +55.3% | +297.0% | -241.7% | -32.8% |
| All | +55.3% | +276.5% | -221.2% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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