+121,072.4%
AAPL vs PNC
+4,015.6%
+117,056.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | -3.0% | -0.7% | -2.2% | -2.7% |
| 30D | +2.3% | -4.4% | +6.7% | +3.7% |
| 3M | +8.6% | +4.5% | +4.1% | +6.9% |
| 6M | +21.6% | +19.1% | +2.5% | +14.7% |
| YTD | +16.3% | +18.0% | -1.7% | +9.9% |
| 1Y | +35.1% | +24.1% | +11.0% | +25.4% |
| 3Y | +79.4% | +130.0% | -50.6% | +35.9% |
| 5Y | +109.8% | +50.4% | +59.4% | +79.4% |
| 10Y | +1,237.1% | +271.3% | +965.8% | +729.9% |
| All | +121,072.4% | +4,015.6% | +117,056.8% | +27,773.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling