+259.1%
MXL vs AS
+114.1%
+145.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -2.8% | +8.8% | +6.9% |
| 7D | +15.5% | -2.6% | +18.1% | +16.4% |
| 30D | -11.3% | -22.1% | +10.8% | -3.9% |
| 3M | -16.1% | -15.3% | -0.8% | -13.0% |
| 6M | +323.0% | -15.6% | +338.6% | +335.5% |
| YTD | +281.5% | -23.2% | +304.7% | +307.2% |
| 1Y | +319.3% | -21.7% | +341.0% | +342.4% |
| All | +259.1% | +114.1% | +145.0% | +201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling