+302.4%
MXL vs RRX
+228.4%
+74.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.7% | +3.9% | +4.8% |
| 7D | +18.9% | -0.3% | +19.2% | +19.1% |
| 30D | +0.3% | -6.1% | +6.5% | +5.5% |
| 3M | -8.0% | -23.1% | +15.0% | +14.0% |
| 6M | +341.2% | -19.5% | +360.8% | +416.5% |
| YTD | +327.8% | +16.1% | +311.8% | +276.7% |
| 1Y | +364.9% | +12.9% | +352.0% | +317.6% |
| 3Y | +229.2% | +7.9% | +221.3% | +185.6% |
| 5Y | +42.8% | +19.1% | +23.7% | +12.0% |
| All | +302.4% | +228.4% | +74.0% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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