+371.6%
ALL vs PNC
+202.3%
+169.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.1% |
| 7D | +5.0% | +3.1% | +2.0% | +3.5% |
| 30D | +13.3% | +7.6% | +5.7% | +9.5% |
| 3M | +3.2% | -8.1% | +11.3% | +7.2% |
| 6M | +25.3% | +12.6% | +12.7% | +18.1% |
| YTD | +30.5% | +15.0% | +15.5% | +21.0% |
| 1Y | +29.2% | +30.4% | -1.2% | +12.7% |
| 3Y | +119.1% | +116.1% | +3.0% | +44.7% |
| 5Y | +162.6% | +37.5% | +125.1% | +113.5% |
| All | +371.6% | +202.3% | +169.3% | +155.6% |
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