+303.5%
MXL vs VICR
+272.1%
+31.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.5% | +0.1% | +2.7% |
| 7D | +1.6% | +0.4% | +1.2% | +1.4% |
| 30D | -7.0% | -13.9% | +6.9% | +0.9% |
| 3M | -33.4% | -38.4% | +5.0% | -12.8% |
| 6M | +260.2% | -7.2% | +267.4% | +296.7% |
| YTD | +260.0% | +72.0% | +187.9% | +232.8% |
| 1Y | +303.5% | +263.3% | +40.2% | +184.5% |
| All | +303.5% | +272.1% | +31.4% | +184.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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