+344.7%
MXL vs URI
+7.5%
+337.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.3% | +6.2% | +6.9% |
| 7D | +19.0% | +5.0% | +14.0% | +16.5% |
| 30D | +4.5% | -9.4% | +13.9% | +9.5% |
| 3M | -1.5% | -5.8% | +4.3% | +2.4% |
| 6M | +348.6% | +25.8% | +322.8% | +320.3% |
| YTD | +310.3% | +27.9% | +282.4% | +268.5% |
| 1Y | +344.7% | +9.7% | +335.0% | +332.6% |
| All | +344.7% | +7.5% | +337.2% | +332.6% |
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