+304.8%
MXL vs SUI
-3.0%
+307.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.9% | -6.3% | -4.2% |
| 7D | +13.4% | -1.5% | +14.9% | +11.5% |
| 30D | -29.2% | +3.7% | -33.0% | -24.6% |
| 3M | -27.2% | -0.4% | -26.8% | -23.9% |
| 6M | -36.4% | -2.8% | -33.6% | -32.5% |
| YTD | +220.0% | -1.6% | +221.6% | +236.5% |
| 1Y | +304.8% | -2.1% | +306.8% | +330.1% |
| All | +304.8% | -3.0% | +307.8% | +330.1% |
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