+2,683.6%
MUU vs MXL
+440.5%
+2,243.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +7.5% | -2.0% | +0.8% |
| 7D | +15.0% | +19.0% | -4.0% | +3.1% |
| 30D | +36.8% | +4.5% | +32.3% | +32.8% |
| 3M | -8.5% | -1.5% | -7.0% | -1.8% |
| 6M | +320.7% | +348.6% | -27.9% | +22.9% |
| YTD | +599.7% | +310.3% | +289.4% | +123.7% |
| 1Y | +2,569.2% | +344.7% | +2,224.5% | +692.7% |
| All | +2,683.6% | +440.5% | +2,243.1% | +543.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling