+286.5%
MXL vs ALLE
+146.0%
+140.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.8% | +10.3% | +9.5% |
| 7D | +19.0% | -2.2% | +21.1% | +20.6% |
| 30D | +4.5% | -8.3% | +12.8% | +10.8% |
| 3M | -1.5% | +16.3% | -17.8% | -12.8% |
| 6M | +348.6% | +1.8% | +346.8% | +329.9% |
| YTD | +310.3% | -3.9% | +314.2% | +307.2% |
| 1Y | +344.7% | -10.0% | +354.7% | +364.8% |
| 3Y | +211.2% | +45.8% | +165.4% | +112.6% |
| 5Y | +34.8% | +13.3% | +21.6% | +12.8% |
| 10Y | +286.5% | +155.3% | +131.3% | +93.8% |
| All | +286.5% | +146.0% | +140.6% | +93.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ALLE 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling