+339.4%
MXL vs RY
+44.8%
+294.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.5% |
| 7D | +16.6% | -2.9% | +19.5% | +21.2% |
| 30D | +0.5% | -2.0% | +2.5% | +4.2% |
| 3M | -3.6% | +4.9% | -8.5% | -8.1% |
| 6M | +328.0% | +26.1% | +301.9% | +215.4% |
| YTD | +297.8% | +22.4% | +275.4% | +203.1% |
| 1Y | +339.4% | +44.7% | +294.7% | +112.2% |
| All | +339.4% | +44.8% | +294.6% | +112.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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