+339.4%
MXL vs SUI
-8.4%
+347.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.1% | -3.6% |
| 7D | +16.6% | -4.1% | +20.7% | +14.1% |
| 30D | +0.5% | -3.2% | +3.6% | -1.0% |
| 3M | -3.6% | -8.4% | +4.8% | -4.9% |
| 6M | +328.0% | -14.4% | +342.4% | +325.6% |
| YTD | +297.8% | -5.5% | +303.4% | +292.7% |
| 1Y | +339.4% | -7.3% | +346.8% | +334.1% |
| All | +339.4% | -8.4% | +347.8% | +334.1% |
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 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