+206.1%
MXL vs UUUU
+83.7%
+122.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.3% | +3.3% | -1.7% |
| 7D | +16.6% | -5.0% | +21.7% | +17.9% |
| 30D | +0.5% | -7.8% | +8.2% | +2.2% |
| 3M | -3.6% | -0.4% | -3.2% | -2.9% |
| 6M | +328.0% | -32.9% | +360.9% | +345.4% |
| YTD | +297.8% | -6.3% | +304.1% | +276.1% |
| 1Y | +339.4% | +7.9% | +331.5% | +284.0% |
| All | +206.1% | +83.7% | +122.4% | +105.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling