+364.9%
MXL vs GRMN
+21.5%
+343.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.2% | +3.3% | +6.2% |
| 7D | +18.9% | +2.4% | +16.4% | +18.0% |
| 30D | +0.3% | -8.5% | +8.8% | +2.9% |
| 3M | -8.0% | +19.5% | -27.5% | -13.4% |
| 6M | +341.2% | +21.2% | +320.1% | +310.6% |
| YTD | +327.8% | +41.0% | +286.8% | +257.1% |
| 1Y | +364.9% | +19.6% | +345.3% | +335.1% |
| All | +364.9% | +21.5% | +343.4% | +335.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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