+305.4%
MXL vs SOLS
+20.3%
+285.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.0% | +9.5% | +8.6% |
| 7D | +19.0% | +3.7% | +15.3% | +16.7% |
| 30D | +4.5% | +5.0% | -0.5% | +1.9% |
| 3M | -1.5% | -21.1% | +19.6% | +9.6% |
| 6M | +348.6% | -14.2% | +362.8% | +379.5% |
| YTD | +310.3% | +30.6% | +279.6% | +276.5% |
| All | +305.4% | +20.3% | +285.1% | +265.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling