+274.2%
MXL vs AMC
-99.0%
+373.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.0% | -2.9% |
| 7D | +16.6% | -7.1% | +23.7% | +17.0% |
| 30D | +0.5% | -1.7% | +2.1% | +0.5% |
| 3M | -3.6% | +13.5% | -17.1% | -4.8% |
| 6M | +328.0% | +112.6% | +215.4% | +307.6% |
| YTD | +297.8% | +51.3% | +246.5% | +284.6% |
| 1Y | +339.4% | -14.5% | +353.9% | +335.8% |
| 3Y | +201.7% | -67.1% | +268.9% | +203.9% |
| 5Y | +32.8% | -99.5% | +132.3% | +49.4% |
| All | +274.2% | -99.0% | +373.2% | +310.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling