+322.7%
MXL vs SOLS
+17.0%
+305.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.6% | +7.6% |
| 7D | +18.9% | -3.5% | +22.3% | +21.0% |
| 30D | +0.3% | -1.0% | +1.3% | +0.9% |
| 3M | -8.0% | -24.1% | +16.1% | +4.1% |
| 6M | +341.2% | -18.0% | +359.2% | +381.5% |
| YTD | +327.8% | +27.1% | +300.8% | +298.4% |
| All | +322.7% | +17.0% | +305.7% | +286.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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