+84.5%
AAPL vs PNC
+129.9%
-45.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +3.2% |
| 7D | -0.5% | -0.9% | +0.4% | -0.2% |
| 30D | +7.1% | -4.4% | +11.5% | +8.6% |
| 3M | +12.1% | +5.3% | +6.8% | +9.8% |
| 6M | +25.4% | +19.6% | +5.8% | +17.2% |
| YTD | +20.5% | +19.1% | +1.3% | +12.5% |
| 1Y | +44.5% | +24.3% | +20.2% | +32.5% |
| All | +84.5% | +129.9% | -45.4% | +54.3% |
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