+215.7%
MXL vs DAR
+9.6%
+206.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.6% | +6.9% | +7.4% |
| 7D | +19.0% | -0.2% | +19.1% | +19.1% |
| 30D | +4.5% | +7.4% | -3.0% | +2.4% |
| 3M | -1.5% | +15.7% | -17.2% | -5.5% |
| 6M | +348.6% | +30.0% | +318.6% | +315.9% |
| YTD | +310.3% | +87.5% | +222.7% | +245.7% |
| 1Y | +344.7% | +113.4% | +231.3% | +260.5% |
| All | +215.7% | +9.6% | +206.1% | +240.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling