+229.2%
MXL vs SPXU
-79.9%
+309.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -2.4% | +10.0% | +5.4% |
| 7D | +18.9% | +2.5% | +16.4% | +21.5% |
| 30D | +0.3% | +4.2% | -3.9% | +4.6% |
| 3M | -8.0% | -9.3% | +1.2% | -11.7% |
| 6M | +341.2% | -30.7% | +371.9% | +255.4% |
| YTD | +327.8% | -28.1% | +356.0% | +261.2% |
| 1Y | +364.9% | -35.2% | +400.1% | +273.2% |
| 3Y | +229.2% | -79.9% | +309.2% | +38.4% |
| All | +229.2% | -79.9% | +309.2% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling