+361.5%
ALL vs PNC
+279.5%
+82.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.5% |
| 7D | -2.3% | -0.6% | -1.7% | -2.0% |
| 30D | -0.4% | -4.4% | +4.0% | +1.6% |
| 3M | +16.0% | +5.2% | +10.8% | +13.0% |
| 6M | +24.6% | +20.6% | +3.9% | +13.6% |
| YTD | +23.7% | +19.8% | +3.9% | +12.6% |
| 1Y | +27.7% | +24.4% | +3.3% | +14.1% |
| 3Y | +150.2% | +131.2% | +19.0% | +59.9% |
| 5Y | +117.1% | +53.1% | +64.0% | +67.4% |
| All | +361.5% | +279.5% | +82.0% | +141.1% |
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