+364.9%
MXL vs WEC
-0.3%
+365.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | 0.0% | +7.6% | +7.5% |
| 7D | +18.9% | -0.6% | +19.4% | +18.1% |
| 30D | +0.3% | -2.6% | +2.9% | -2.0% |
| 3M | -8.0% | -6.0% | -2.0% | -13.9% |
| 6M | +341.2% | -5.4% | +346.7% | +312.4% |
| YTD | +327.8% | +2.5% | +325.4% | +322.4% |
| 1Y | +364.9% | -0.7% | +365.6% | +346.3% |
| All | +364.9% | -0.3% | +365.2% | +346.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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