+182.8%
MXL vs SUI
+120.9%
+61.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.8% | +12.2% | +11.7% |
| 7D | +5.5% | -2.4% | +7.9% | +6.4% |
| 30D | -32.6% | +3.3% | -36.0% | -34.9% |
| 3M | -13.1% | +0.7% | -13.8% | -15.3% |
| 6M | -41.4% | -4.1% | -37.2% | -42.4% |
| YTD | +243.9% | -1.8% | +245.8% | +231.9% |
| 1Y | +305.1% | -4.1% | +309.1% | +295.9% |
| 3Y | +260.1% | +17.4% | +242.7% | +196.9% |
| 5Y | -12.1% | -27.0% | +14.9% | -1.9% |
| 10Y | +182.8% | +121.2% | +61.6% | +100.2% |
| All | +182.8% | +120.9% | +61.9% | +100.2% |
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