+286.5%
MXL vs URI
+1,196.9%
-910.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +6.7% |
| 7D | +19.0% | +5.0% | +14.0% | +15.7% |
| 30D | +4.5% | -9.4% | +13.9% | +11.1% |
| 3M | -1.5% | -5.8% | +4.3% | +3.2% |
| 6M | +348.6% | +25.8% | +322.8% | +286.7% |
| YTD | +310.3% | +27.9% | +282.4% | +244.8% |
| 1Y | +344.7% | +9.7% | +335.0% | +309.3% |
| 3Y | +211.2% | +128.0% | +83.2% | +79.6% |
| 5Y | +34.8% | +212.4% | -177.6% | -35.6% |
| 10Y | +286.5% | +1,271.8% | -985.3% | -4.3% |
| All | +286.5% | +1,196.9% | -910.4% | -4.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling