+304.8%
MXL vs URA
-29.3%
+334.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.6% | -3.8% | -4.2% |
| 7D | +13.4% | -1.5% | +15.0% | +15.3% |
| 30D | -29.2% | -10.4% | -18.8% | -22.0% |
| 3M | -27.2% | -29.6% | +2.4% | -7.4% |
| 6M | -36.4% | -40.3% | +3.9% | -16.7% |
| YTD | +220.0% | -25.5% | +245.5% | +260.2% |
| 1Y | +304.8% | -26.4% | +331.2% | +357.8% |
| All | +304.8% | -29.3% | +334.1% | +357.8% |
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