+297.0%
MXL vs SUI
+1.6%
+295.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +5.2% | -16.3% | -5.4% |
| 7D | -24.3% | +10.0% | -34.4% | -15.3% |
| 30D | -46.1% | +8.4% | -54.5% | -40.4% |
| 3M | -21.8% | +0.7% | -22.5% | -17.5% |
| 6M | -27.2% | -0.9% | -26.3% | -21.1% |
| YTD | +226.2% | +0.6% | +225.5% | +249.4% |
| 1Y | +297.0% | +0.8% | +296.2% | +323.0% |
| All | +297.0% | +1.6% | +295.4% | +323.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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