+297.0%
MXL vs SPXU
-30.4%
+327.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -4.9% | -6.2% | -17.1% |
| 7D | -24.3% | +2.2% | -26.5% | -22.2% |
| 30D | -46.1% | +3.8% | -49.9% | -42.1% |
| 3M | -21.8% | +3.3% | -25.1% | -14.8% |
| 6M | -27.2% | -16.7% | -10.5% | -32.9% |
| YTD | +226.2% | -28.6% | +254.8% | +179.1% |
| 1Y | +297.0% | -30.6% | +327.6% | +237.0% |
| All | +297.0% | -30.4% | +327.3% | +237.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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