+32.8%
MXL vs BEN
+36.2%
-3.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -1.9% |
| 7D | +16.6% | +0.3% | +16.3% | +16.3% |
| 30D | +0.5% | +0.9% | -0.4% | -0.2% |
| 3M | -3.6% | +9.2% | -12.8% | -10.2% |
| 6M | +328.0% | +36.8% | +291.2% | +229.7% |
| YTD | +297.8% | +44.4% | +253.4% | +190.3% |
| 1Y | +339.4% | +45.8% | +293.6% | +218.1% |
| 3Y | +201.7% | +52.5% | +149.2% | +100.0% |
| 5Y | +32.8% | +37.7% | -4.9% | -6.8% |
| All | +32.8% | +36.2% | -3.5% | -6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling