+195.9%
MXL vs SUI
+15.1%
+180.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.5% | +12.4% | +10.8% |
| 7D | -27.1% | +6.2% | -33.3% | -26.5% |
| 30D | -54.2% | +8.6% | -62.8% | -54.0% |
| 3M | -29.9% | +1.0% | -30.9% | -29.3% |
| 6M | -39.5% | -2.6% | -36.9% | -38.8% |
| YTD | +182.2% | -0.1% | +182.3% | +183.2% |
| 1Y | +231.8% | +0.5% | +231.4% | +232.4% |
| 3Y | +195.9% | +15.3% | +180.7% | +169.8% |
| All | +195.9% | +15.1% | +180.8% | +169.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling