+364.9%
MXL vs BTDR
-13.8%
+378.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.7% | +3.8% | +6.5% |
| 7D | +18.9% | -3.4% | +22.2% | +20.0% |
| 30D | +0.3% | +32.6% | -32.3% | -7.8% |
| 3M | -8.0% | -32.2% | +24.2% | -2.7% |
| 6M | +341.2% | +52.4% | +288.9% | +300.0% |
| YTD | +327.8% | +6.7% | +321.1% | +304.8% |
| 1Y | +364.9% | -15.2% | +380.1% | +358.6% |
| All | +364.9% | -13.8% | +378.7% | +358.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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