+339.4%
MXL vs ROIV
+203.5%
+135.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -1.0% | -2.5% |
| 7D | +16.6% | +19.0% | -2.3% | +11.6% |
| 30D | +0.5% | +16.1% | -15.7% | -3.5% |
| 3M | -3.6% | +44.1% | -47.7% | -8.4% |
| 6M | +328.0% | +37.8% | +290.2% | +311.3% |
| YTD | +297.8% | +88.7% | +209.2% | +245.9% |
| 1Y | +339.4% | +197.3% | +142.1% | +247.4% |
| All | +339.4% | +203.5% | +135.9% | +247.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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