+297.0%
MXL vs URI
+33.3%
+263.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -4.4% | -6.8% | -9.0% |
| 7D | -24.3% | -4.3% | -20.0% | -22.5% |
| 30D | -46.1% | +4.6% | -50.7% | -47.1% |
| 3M | -21.8% | -2.1% | -19.7% | -20.8% |
| 6M | -27.2% | +21.9% | -49.2% | -29.2% |
| YTD | +226.2% | +39.7% | +186.5% | +184.4% |
| 1Y | +297.0% | +32.9% | +264.1% | +275.7% |
| All | +297.0% | +33.3% | +263.7% | +275.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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