+332.3%
MXL vs GEN
+4.1%
+328.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.1% |
| 7D | +16.6% | -4.3% | +21.0% | +17.0% |
| 30D | +0.5% | +3.8% | -3.3% | +0.1% |
| 3M | -3.6% | +22.3% | -25.9% | -8.3% |
| 6M | +328.0% | +39.0% | +289.1% | +251.4% |
| YTD | +297.8% | +11.9% | +285.9% | +259.6% |
| All | +332.3% | +4.1% | +328.2% | +285.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling