+296.2%
MXL vs IWD
+28.5%
+267.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.2% | -0.8% |
| 7D | +33.1% | +1.7% | +31.4% | +29.1% |
| 30D | -33.5% | +3.2% | -36.7% | -36.4% |
| 3M | -20.7% | +2.3% | -23.0% | -23.3% |
| 6M | -35.9% | +12.9% | -48.8% | -51.4% |
| YTD | +238.3% | +26.2% | +212.0% | +93.7% |
| 1Y | +296.2% | +28.3% | +268.0% | +118.9% |
| All | +296.2% | +28.5% | +267.7% | +118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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