+303.5%
MXL vs WTW
+3.0%
+300.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.1% | +7.7% | +3.8% |
| 7D | +1.6% | -2.6% | +4.3% | -0.5% |
| 30D | -7.0% | -1.0% | -6.0% | -7.2% |
| 3M | -33.4% | +29.9% | -63.3% | -15.4% |
| 6M | +260.2% | +10.7% | +249.5% | +337.9% |
| YTD | +260.0% | +2.6% | +257.4% | +336.3% |
| 1Y | +303.5% | +2.8% | +300.7% | +399.0% |
| All | +303.5% | +3.0% | +300.5% | +399.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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