+29.2%
ALL vs PNC
+28.6%
+0.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.2% | +0.2% |
| 7D | +5.0% | +3.1% | +2.0% | +4.2% |
| 30D | +13.3% | +7.6% | +5.7% | +11.4% |
| 3M | +3.2% | -8.1% | +11.3% | +4.4% |
| 6M | +25.3% | +12.6% | +12.7% | +21.9% |
| YTD | +30.5% | +15.0% | +15.5% | +23.7% |
| 1Y | +29.2% | +30.4% | -1.2% | +16.0% |
| All | +29.2% | +28.6% | +0.6% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling