+364.9%
MXL vs NDAQ
-2.5%
+367.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.9% | +8.4% | +7.6% |
| 7D | +18.9% | -5.9% | +24.7% | +19.1% |
| 30D | +0.3% | -4.7% | +5.0% | +0.4% |
| 3M | -8.0% | +5.5% | -13.5% | -10.0% |
| 6M | +341.2% | +7.4% | +333.9% | +324.5% |
| YTD | +327.8% | -5.5% | +333.3% | +346.5% |
| 1Y | +364.9% | -3.7% | +368.6% | +348.2% |
| All | +364.9% | -2.5% | +367.4% | +348.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling