+303.5%
MXL vs URA
+17.2%
+286.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.7% | +5.1% |
| 7D | +1.6% | +1.1% | +0.6% | +1.1% |
| 30D | -7.0% | +7.4% | -14.4% | -9.9% |
| 3M | -33.4% | -8.4% | -25.0% | -32.0% |
| 6M | +260.2% | -12.7% | +272.9% | +261.6% |
| YTD | +260.0% | +7.8% | +252.2% | +227.7% |
| 1Y | +303.5% | +19.5% | +284.0% | +252.3% |
| All | +303.5% | +17.2% | +286.2% | +252.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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