+26.0%
MXL vs URI
+206.8%
-180.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.5% | +5.5% | +5.6% |
| 7D | +15.5% | +2.5% | +12.9% | +13.6% |
| 30D | -11.3% | -12.5% | +1.2% | -2.6% |
| 3M | -16.1% | -6.2% | -9.9% | -11.4% |
| 6M | +323.0% | +25.9% | +297.2% | +256.4% |
| YTD | +281.5% | +26.2% | +255.3% | +213.7% |
| 1Y | +319.3% | +5.5% | +313.8% | +292.0% |
| 3Y | +189.4% | +125.0% | +64.4% | +44.3% |
| 5Y | +26.0% | +210.4% | -184.4% | -53.9% |
| All | +26.0% | +206.8% | -180.8% | -53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling