+303.5%
MXL vs TRI
-38.3%
+341.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -5.4% | +11.0% | +3.7% |
| 7D | +1.6% | -0.5% | +2.2% | +1.6% |
| 30D | -7.0% | +7.9% | -14.9% | -4.2% |
| 3M | -33.4% | +24.1% | -57.5% | -27.3% |
| 6M | +260.2% | +3.8% | +256.3% | +299.4% |
| YTD | +260.0% | -16.9% | +276.8% | +320.0% |
| 1Y | +303.5% | -38.4% | +341.9% | +411.2% |
| All | +303.5% | -38.3% | +341.7% | +411.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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