+348.6%
MXL vs HRB
+44.9%
+303.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.6% | +9.2% | +6.6% |
| 7D | +19.0% | -10.6% | +29.6% | +12.2% |
| 30D | +4.5% | -0.8% | +5.3% | +5.4% |
| 3M | -1.5% | +19.1% | -20.6% | +17.8% |
| 6M | +348.6% | +48.7% | +299.9% | +465.4% |
| All | +348.6% | +44.9% | +303.7% | +465.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 6mo: compounded portfolio wealth divided by compounded HRB 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…
6mo analysis · Full analysis span regression · 6 months rolling