+305.1%
MXL vs SUI
-3.0%
+308.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -0.8% | +12.2% | +10.4% |
| 7D | +5.5% | -2.4% | +7.9% | +2.9% |
| 30D | -32.6% | +3.3% | -36.0% | -28.5% |
| 3M | -13.1% | +0.7% | -13.8% | -8.6% |
| 6M | -41.4% | -4.1% | -37.2% | -37.8% |
| YTD | +243.9% | -1.8% | +245.8% | +257.8% |
| 1Y | +305.1% | -4.1% | +309.1% | +340.0% |
| All | +305.1% | -3.0% | +308.1% | +340.0% |
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