+94.4%
MXL vs NXT
+173.5%
-79.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.9% | +5.6% | +7.1% |
| 7D | +18.9% | -1.9% | +20.8% | +19.3% |
| 30D | +0.3% | -20.0% | +20.4% | +5.2% |
| 3M | -8.0% | -30.7% | +22.7% | -0.4% |
| 6M | +341.2% | -29.0% | +370.2% | +373.6% |
| YTD | +327.8% | -4.8% | +332.7% | +340.3% |
| 1Y | +364.9% | +22.8% | +342.1% | +363.4% |
| 3Y | +229.2% | +93.9% | +135.3% | +201.8% |
| All | +94.4% | +173.5% | -79.0% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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