+302.4%
MXL vs GEN
+159.8%
+142.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.0% | +6.6% | +7.2% |
| 7D | +18.9% | -1.3% | +20.1% | +19.3% |
| 30D | +0.3% | +6.1% | -5.8% | -2.3% |
| 3M | -8.0% | +27.0% | -35.0% | -18.0% |
| 6M | +341.2% | +43.9% | +297.4% | +269.6% |
| YTD | +327.8% | +13.0% | +314.8% | +292.9% |
| 1Y | +364.9% | +4.0% | +360.9% | +341.8% |
| 3Y | +229.2% | +66.2% | +163.0% | +160.2% |
| 5Y | +42.8% | +23.2% | +19.6% | +23.1% |
| All | +302.4% | +159.8% | +142.6% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling