+302.4%
MXL vs NDAQ
+368.2%
-65.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.6% | +8.1% | +7.9% |
| 7D | +18.9% | -5.6% | +24.4% | +23.5% |
| 30D | +0.3% | -4.4% | +4.7% | +3.0% |
| 3M | -8.0% | +5.9% | -13.9% | -15.4% |
| 6M | +341.2% | +7.7% | +333.5% | +298.2% |
| YTD | +327.8% | -5.2% | +333.0% | +321.8% |
| 1Y | +364.9% | -3.4% | +368.3% | +351.1% |
| 3Y | +229.2% | +85.6% | +143.6% | +89.5% |
| 5Y | +42.8% | +49.5% | -6.7% | -3.1% |
| All | +302.4% | +368.2% | -65.8% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling