+304.8%
MXL vs BUD
+33.8%
+271.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.1% | -6.5% | -4.5% |
| 7D | +13.4% | +1.0% | +12.4% | +14.4% |
| 30D | -29.2% | +6.7% | -35.9% | -25.2% |
| 3M | -27.2% | +5.7% | -32.9% | -22.5% |
| 6M | -36.4% | +5.8% | -42.2% | -31.8% |
| YTD | +220.0% | +34.4% | +185.6% | +233.3% |
| 1Y | +304.8% | +33.3% | +271.5% | +322.5% |
| All | +304.8% | +33.8% | +271.0% | +322.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling