+206.1%
MXL vs TECH
+1.2%
+205.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | +16.6% | -0.5% | +17.1% | +16.9% |
| 30D | +0.5% | 0.0% | +0.5% | +0.5% |
| 3M | -3.6% | +37.4% | -41.1% | -18.0% |
| 6M | +328.0% | +36.9% | +291.2% | +255.4% |
| YTD | +297.8% | +23.1% | +274.7% | +247.1% |
| 1Y | +339.4% | +42.2% | +297.2% | +252.8% |
| All | +206.1% | +1.2% | +205.0% | +169.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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