+182.8%
MXL vs RACE
+741.5%
-558.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | 0.0% | +11.4% | +11.4% |
| 7D | +5.5% | -3.9% | +9.3% | +8.4% |
| 30D | -32.6% | +6.8% | -39.4% | -35.6% |
| 3M | -13.1% | +1.3% | -14.5% | -14.2% |
| 6M | -41.4% | +26.3% | -67.7% | -50.7% |
| YTD | +243.9% | +13.8% | +230.1% | +204.2% |
| 1Y | +305.1% | -0.5% | +305.5% | +291.8% |
| 3Y | +260.1% | +25.6% | +234.4% | +175.5% |
| 5Y | -12.1% | +67.6% | -79.7% | -46.4% |
| 10Y | +182.8% | +724.7% | -541.9% | -20.1% |
| All | +182.8% | +741.5% | -558.7% | -20.1% |
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