+171.5%
MXL vs RACE
+40.8%
+130.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +6.2% |
| 7D | +1.6% | -2.5% | +4.2% | +2.5% |
| 30D | -7.0% | +0.8% | -7.8% | -7.2% |
| 3M | -33.4% | +17.2% | -50.6% | -37.3% |
| 6M | +260.2% | +13.6% | +246.6% | +241.6% |
| YTD | +260.0% | +12.2% | +247.7% | +241.1% |
| 1Y | +303.5% | -16.3% | +319.7% | +332.9% |
| All | +171.5% | +40.8% | +130.7% | +138.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling