+2,981.5%
MUU vs MXL
+316.6%
+2,664.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +5.5% | +6.1% | +8.6% |
| 7D | +17.4% | +1.6% | +15.7% | +16.5% |
| 30D | +24.0% | -7.0% | +31.0% | +28.6% |
| 3M | -23.9% | -33.4% | +9.5% | -2.7% |
| 6M | +284.4% | +260.2% | +24.3% | +72.1% |
| YTD | +583.7% | +260.0% | +323.8% | +206.9% |
| 1Y | +2,981.5% | +303.5% | +2,678.0% | +1,114.0% |
| All | +2,981.5% | +316.6% | +2,664.9% | +1,114.0% |
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