+298.8%
MXL vs BEN
+67.1%
+231.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.1% |
| 6M | +341.2% | +38.1% | +303.1% | +252.1% |
| YTD | +327.8% | +44.3% | +283.5% | +228.8% |
| 1Y | +364.9% | +42.6% | +322.3% | +260.8% |
| 3Y | +229.2% | +52.3% | +176.9% | +136.1% |
| 5Y | +42.8% | +37.6% | +5.1% | +11.2% |
| 10Y | +303.1% | +55.4% | +247.7% | +160.6% |
| All | +298.8% | +67.1% | +231.7% | +126.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling