+303.5%
MXL vs AMCR
+13.1%
+290.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.5% |
| 7D | +1.6% | -1.9% | +3.5% | +1.2% |
| 30D | -7.0% | -4.1% | -2.9% | -7.5% |
| 3M | -33.4% | +21.7% | -55.1% | -33.1% |
| 6M | +260.2% | +1.5% | +258.7% | +281.2% |
| YTD | +260.0% | +13.1% | +246.8% | +268.1% |
| 1Y | +303.5% | +13.0% | +290.5% | +313.1% |
| All | +303.5% | +13.1% | +290.3% | +313.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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