+274.2%
MXL vs BUD
-22.8%
+297.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.8% |
| 7D | +16.6% | -3.2% | +19.8% | +18.5% |
| 30D | +0.5% | -3.7% | +4.1% | +2.1% |
| 3M | -3.6% | -4.4% | +0.8% | -2.9% |
| 6M | +328.0% | +7.7% | +320.3% | +300.6% |
| YTD | +297.8% | +23.1% | +274.8% | +243.6% |
| 1Y | +339.4% | +33.6% | +305.8% | +259.5% |
| 3Y | +201.7% | +44.7% | +157.0% | +127.0% |
| 5Y | +32.8% | +44.9% | -12.2% | -1.2% |
| All | +274.2% | -22.8% | +297.0% | +212.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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