+282.4%
MXL vs SPXU
-100.0%
+382.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.4% | +6.1% | +8.3% |
| 7D | +19.0% | +1.3% | +17.7% | +19.7% |
| 30D | +4.5% | +5.1% | -0.6% | +7.8% |
| 3M | -1.5% | -9.1% | +7.6% | -3.4% |
| 6M | +348.6% | -29.6% | +378.2% | +293.9% |
| YTD | +310.3% | -27.7% | +338.0% | +270.5% |
| 1Y | +344.7% | -37.0% | +381.7% | +282.5% |
| 3Y | +211.2% | -80.2% | +291.4% | +86.4% |
| 5Y | +34.8% | -86.0% | +120.9% | -7.8% |
| 10Y | +286.5% | -99.5% | +386.1% | -7.0% |
| All | +282.4% | -100.0% | +382.4% | -66.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling