+32.8%
MXL vs GEN
+21.5%
+11.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.3% |
| 7D | +16.6% | -4.3% | +21.0% | +18.6% |
| 30D | +0.5% | +3.8% | -3.3% | -1.6% |
| 3M | -3.6% | +22.3% | -25.9% | -14.3% |
| 6M | +328.0% | +39.0% | +289.1% | +249.5% |
| YTD | +297.8% | +11.9% | +285.9% | +260.4% |
| 1Y | +339.4% | +4.5% | +334.9% | +312.5% |
| 3Y | +201.7% | +59.0% | +142.8% | +130.3% |
| 5Y | +32.8% | +22.0% | +10.8% | +10.5% |
| All | +32.8% | +21.5% | +11.3% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling