+304.8%
MXL vs LII
-26.1%
+330.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.1% | -6.5% | -5.7% |
| 7D | +13.4% | +2.9% | +10.5% | +12.6% |
| 30D | -29.2% | +0.9% | -30.1% | -29.9% |
| 3M | -27.2% | -15.5% | -11.7% | -23.1% |
| 6M | -36.4% | -30.2% | -6.2% | -28.8% |
| YTD | +220.0% | -26.8% | +246.9% | +238.7% |
| 1Y | +304.8% | -25.3% | +330.1% | +322.4% |
| All | +304.8% | -26.1% | +330.9% | +322.4% |
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