+303.5%
MXL vs URI
+7.3%
+296.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.9% | +4.8% |
| 7D | +1.6% | -2.0% | +3.6% | +2.5% |
| 30D | -7.0% | -12.9% | +5.9% | -0.9% |
| 3M | -33.4% | -6.7% | -26.7% | -30.3% |
| 6M | +260.2% | +19.0% | +241.2% | +245.5% |
| YTD | +260.0% | +25.5% | +234.4% | +227.0% |
| 1Y | +303.5% | +5.5% | +297.9% | +301.4% |
| All | +303.5% | +7.3% | +296.2% | +301.4% |
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