+303.5%
MXL vs WU
-8.3%
+311.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +5.2% |
| 7D | +1.6% | -0.8% | +2.5% | +1.3% |
| 30D | -7.0% | -1.1% | -5.9% | -7.4% |
| 3M | -33.4% | -3.9% | -29.5% | -35.1% |
| 6M | +260.2% | -20.7% | +280.8% | +221.8% |
| YTD | +260.0% | -18.4% | +278.3% | +224.4% |
| 1Y | +303.5% | -8.1% | +311.5% | +279.4% |
| All | +303.5% | -8.3% | +311.7% | +279.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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