+215.4%
ADSK vs PNC
+279.5%
-64.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.1% |
| 7D | -2.5% | -0.6% | -2.0% | -2.2% |
| 30D | -14.9% | -4.4% | -10.5% | -13.1% |
| 3M | +3.3% | +5.2% | -1.9% | +0.6% |
| 6M | -15.7% | +20.6% | -36.3% | -23.4% |
| YTD | -28.2% | +19.8% | -48.0% | -35.0% |
| 1Y | -34.5% | +24.4% | -59.0% | -41.9% |
| 3Y | -2.9% | +131.2% | -134.1% | -37.6% |
| 5Y | -25.3% | +53.1% | -78.4% | -42.0% |
| All | +215.4% | +279.5% | -64.1% | +45.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling