+231.8%
MXL vs BRKR
+53.7%
+178.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +5.6% | +5.4% | +9.4% |
| 7D | -27.1% | +7.4% | -34.5% | -27.9% |
| 30D | -54.2% | +2.7% | -56.9% | -54.1% |
| 3M | -29.9% | +19.7% | -49.6% | -31.7% |
| 6M | -39.5% | +45.2% | -84.6% | -43.3% |
| YTD | +182.2% | +30.6% | +151.6% | +179.2% |
| 1Y | +231.8% | +56.6% | +175.2% | +201.9% |
| All | +231.8% | +53.7% | +178.2% | +201.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 1y: compounded portfolio wealth divided by compounded BRKR 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…
1y analysis · Full analysis span regression · 6 months rolling