+302.4%
MXL vs UUUU
+465.5%
-163.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -5.0% | +12.5% | +8.6% |
| 7D | +18.9% | -10.5% | +29.4% | +21.7% |
| 30D | +0.3% | -10.5% | +10.8% | +2.7% |
| 3M | -8.0% | -14.1% | +6.1% | -4.2% |
| 6M | +341.2% | -35.5% | +376.7% | +375.5% |
| YTD | +327.8% | -10.9% | +338.8% | +317.4% |
| 1Y | +364.9% | +3.4% | +361.5% | +323.3% |
| 3Y | +229.2% | +73.1% | +156.1% | +147.2% |
| 5Y | +42.8% | +87.1% | -44.4% | -0.3% |
| All | +302.4% | +465.5% | -163.1% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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