+297.0%
MXL vs FND
-10.3%
+307.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +10.9% | -22.1% | -12.0% |
| 7D | -24.3% | +12.3% | -36.7% | -25.3% |
| 30D | -46.1% | +14.7% | -60.8% | -47.0% |
| 3M | -21.8% | -12.0% | -9.8% | -18.7% |
| 6M | -27.2% | +10.8% | -38.0% | -29.5% |
| YTD | +226.2% | -12.3% | +238.4% | +231.6% |
| 1Y | +297.0% | -13.4% | +310.4% | +303.4% |
| All | +297.0% | -10.3% | +307.2% | +303.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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