+286.5%
MXL vs RACE
+783.2%
-496.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.9% | +8.4% | +8.1% |
| 7D | +19.0% | -2.6% | +21.6% | +20.8% |
| 30D | +4.5% | -1.1% | +5.6% | +5.0% |
| 3M | -1.5% | +12.5% | -14.0% | -10.0% |
| 6M | +348.6% | +17.4% | +331.2% | +293.2% |
| YTD | +310.3% | +10.1% | +300.1% | +271.6% |
| 1Y | +344.7% | -15.1% | +359.9% | +371.2% |
| 3Y | +211.2% | +38.9% | +172.3% | +120.8% |
| 5Y | +34.8% | +90.7% | -55.8% | -24.0% |
| 10Y | +286.5% | +801.8% | -515.3% | +14.9% |
| All | +286.5% | +783.2% | -496.6% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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