+302.4%
MXL vs BEN
+56.6%
+245.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.6% | +7.6% |
| 7D | +18.9% | -3.1% | +22.0% | +21.4% |
| 30D | +0.3% | +0.2% | +0.1% | +0.3% |
| 3M | -8.0% | +6.8% | -14.9% | -12.2% |
| 6M | +341.2% | +38.1% | +303.1% | +251.8% |
| YTD | +327.8% | +44.3% | +283.5% | +228.4% |
| 1Y | +364.9% | +42.6% | +322.3% | +260.4% |
| 3Y | +229.2% | +52.3% | +176.9% | +135.6% |
| 5Y | +42.8% | +37.6% | +5.1% | +10.5% |
| All | +302.4% | +56.6% | +245.8% | +166.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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