+344.7%
MXL vs LII
-33.4%
+378.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.4% | +10.0% | +8.5% |
| 7D | +19.0% | +0.5% | +18.5% | +18.5% |
| 30D | +4.5% | -11.2% | +15.7% | +9.7% |
| 3M | -1.5% | -28.8% | +27.3% | +12.5% |
| 6M | +348.6% | -26.9% | +375.5% | +398.3% |
| YTD | +310.3% | -22.2% | +332.5% | +332.4% |
| 1Y | +344.7% | -32.0% | +376.7% | +412.2% |
| All | +344.7% | -33.4% | +378.1% | +412.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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