+297.0%
MXL vs EXR
+28.1%
+268.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +3.1% | -14.2% | -9.5% |
| 7D | -24.3% | +11.3% | -35.6% | -20.2% |
| 30D | -46.1% | +21.2% | -67.3% | -41.4% |
| 3M | -21.8% | +8.7% | -30.5% | -17.4% |
| 6M | -27.2% | +18.2% | -45.4% | -25.4% |
| YTD | +226.2% | +27.9% | +198.2% | +229.4% |
| 1Y | +297.0% | +28.3% | +268.7% | +303.9% |
| All | +297.0% | +28.1% | +268.9% | +303.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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