+286.5%
MXL vs SUI
+104.7%
+181.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.4% | +8.9% | +8.2% |
| 7D | +19.0% | -4.3% | +23.3% | +21.6% |
| 30D | +4.5% | -2.1% | +6.6% | +5.6% |
| 3M | -1.5% | -6.1% | +4.6% | -0.1% |
| 6M | +348.6% | -12.8% | +361.4% | +373.5% |
| YTD | +310.3% | -4.6% | +314.9% | +310.4% |
| 1Y | +344.7% | -7.7% | +352.4% | +351.4% |
| 3Y | +211.2% | +10.9% | +200.2% | +168.4% |
| 5Y | +34.8% | -32.4% | +67.2% | +60.5% |
| 10Y | +286.5% | +105.7% | +180.9% | +175.1% |
| All | +286.5% | +104.7% | +181.8% | +175.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling