+189.4%
MXL vs ARWR
+181.4%
+8.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -1.4% | +7.4% | +6.4% |
| 7D | +15.5% | +2.9% | +12.6% | +14.6% |
| 30D | -11.3% | -2.9% | -8.4% | -10.7% |
| 3M | -16.1% | +15.2% | -31.3% | -19.4% |
| 6M | +323.0% | +42.3% | +280.8% | +281.1% |
| YTD | +281.5% | +28.2% | +253.3% | +252.0% |
| 1Y | +319.3% | +213.2% | +106.0% | +204.6% |
| 3Y | +189.4% | +184.6% | +4.7% | +84.6% |
| All | +189.4% | +181.4% | +8.0% | +84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 3y: compounded portfolio wealth divided by compounded ARWR 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…
3y analysis · Full analysis span regression · 6 months rolling