+229.2%
MXL vs PNC
+131.1%
+98.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.5% | +7.0% | +7.1% |
| 7D | +18.9% | -0.6% | +19.4% | +19.2% |
| 30D | +0.3% | -4.4% | +4.7% | +4.1% |
| 3M | -8.0% | +5.2% | -13.3% | -12.0% |
| 6M | +341.2% | +20.6% | +320.6% | +268.2% |
| YTD | +327.8% | +19.8% | +308.1% | +257.8% |
| 1Y | +364.9% | +24.4% | +340.5% | +273.9% |
| 3Y | +229.2% | +131.2% | +98.0% | +86.1% |
| All | +229.2% | +131.1% | +98.1% | +86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 3y: compounded portfolio wealth divided by compounded PNC 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…
3y analysis · Full analysis span regression · 6 months rolling