+1,820.9%
PH vs MXL
+270.5%
+1,550.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.0% | -6.7% | -1.7% |
| 7D | +0.4% | +15.5% | -15.1% | -2.1% |
| 30D | -10.8% | -11.3% | +0.5% | -9.6% |
| 3M | +8.5% | -16.1% | +24.6% | +7.3% |
| 6M | +3.9% | +323.0% | -319.1% | -31.2% |
| YTD | +9.4% | +281.5% | -272.1% | -26.3% |
| 1Y | +26.8% | +319.3% | -292.5% | -17.3% |
| 3Y | +140.8% | +189.4% | -48.6% | +51.1% |
| 5Y | +253.8% | +26.0% | +227.8% | +151.8% |
| 10Y | +792.3% | +243.5% | +548.9% | +347.3% |
| All | +1,820.9% | +270.5% | +1,550.4% | +721.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MXL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling