+61.6%
AG vs PNC
+279.5%
-217.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.0% |
| 7D | -6.7% | -0.6% | -6.2% | -6.6% |
| 30D | +2.2% | -4.4% | +6.6% | +2.9% |
| 3M | +15.7% | +5.2% | +10.5% | +14.5% |
| 6M | -23.8% | +20.6% | -44.4% | -26.5% |
| YTD | +17.6% | +19.8% | -2.1% | +13.6% |
| 1Y | +88.6% | +24.4% | +64.2% | +80.7% |
| 3Y | +253.4% | +131.2% | +122.2% | +202.2% |
| 5Y | +62.4% | +53.1% | +9.3% | +46.3% |
| All | +61.6% | +279.5% | -217.9% | +10.8% |
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 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