+127.8%
AAPL vs PNC
+51.4%
+76.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.5% |
| 7D | +3.8% | -0.6% | +4.4% | +4.1% |
| 30D | +9.9% | -4.4% | +14.3% | +11.8% |
| 3M | +12.5% | +5.2% | +7.3% | +9.8% |
| 6M | +27.6% | +20.6% | +7.0% | +17.6% |
| YTD | +22.6% | +19.8% | +2.8% | +13.0% |
| 1Y | +45.0% | +24.4% | +20.6% | +31.2% |
| 3Y | +87.8% | +131.2% | -43.5% | +29.0% |
| All | +127.8% | +51.4% | +76.4% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling