+270.8%
MXL vs UUUU
+18.5%
+252.3%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.3% | +3.3% | -2.1% |
| 7D | +16.6% | -5.0% | +21.7% | +17.6% |
| 30D | +0.5% | -7.8% | +8.2% | +1.7% |
| 3M | -3.6% | -0.4% | -3.2% | -2.8% |
| 6M | +328.0% | -32.9% | +360.9% | +349.4% |
| YTD | +297.8% | -6.3% | +304.1% | +290.9% |
| 1Y | +339.4% | +7.9% | +331.5% | +314.4% |
| 3Y | +201.7% | +85.2% | +116.6% | +151.8% |
| 5Y | +32.8% | +97.0% | -64.2% | +6.7% |
| 10Y | +274.8% | +492.6% | -217.8% | +142.2% |
| All | +270.8% | +18.5% | +252.3% | +137.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling