+32.8%
MXL vs VRSN
+32.1%
+0.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.3% |
| 7D | +16.6% | -1.5% | +18.2% | +17.2% |
| 30D | +0.5% | +0.7% | -0.3% | -0.1% |
| 3M | -3.6% | +0.6% | -4.2% | -5.5% |
| 6M | +328.0% | +21.7% | +306.3% | +266.8% |
| YTD | +297.8% | +20.0% | +277.8% | +239.8% |
| 1Y | +339.4% | +3.2% | +336.3% | +318.0% |
| 3Y | +201.7% | +42.4% | +159.4% | +110.3% |
| 5Y | +32.8% | +33.0% | -0.2% | +4.9% |
| All | +32.8% | +32.1% | +0.7% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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