+303.5%
MXL vs DBX
+20.4%
+283.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.4% | +8.0% | +5.5% |
| 7D | +1.6% | -2.4% | +4.1% | +1.6% |
| 30D | -7.0% | -0.5% | -6.5% | -7.0% |
| 3M | -33.4% | +28.1% | -61.5% | -35.9% |
| 6M | +260.2% | +33.1% | +227.1% | +226.1% |
| YTD | +260.0% | +25.3% | +234.7% | +231.7% |
| 1Y | +303.5% | +18.3% | +285.1% | +283.7% |
| All | +303.5% | +20.4% | +283.0% | +283.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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