+215.7%
MXL vs GEN
+57.6%
+158.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.2% | +7.7% | +7.6% |
| 7D | +19.0% | -2.9% | +21.9% | +20.1% |
| 30D | +4.5% | +2.1% | +2.4% | +3.2% |
| 3M | -1.5% | +19.7% | -21.2% | -11.2% |
| 6M | +348.6% | +33.3% | +315.4% | +270.3% |
| YTD | +310.3% | +11.1% | +299.2% | +273.0% |
| 1Y | +344.7% | +3.0% | +341.7% | +322.7% |
| All | +215.7% | +57.6% | +158.1% | +140.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling