+1,362.0%
AMAT vs PNC
+200.7%
+1,161.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -3.3% |
| 7D | +19.3% | +1.9% | +17.4% | +18.1% |
| 30D | -17.9% | +6.2% | -24.2% | -20.7% |
| 3M | -30.4% | -8.7% | -21.7% | -26.5% |
| 6M | -11.4% | +9.2% | -20.7% | -16.4% |
| YTD | +48.8% | +14.3% | +34.4% | +36.4% |
| 1Y | +66.0% | +27.7% | +38.3% | +42.3% |
| 3Y | +158.8% | +113.5% | +45.3% | +58.1% |
| 5Y | +153.2% | +36.7% | +116.5% | +101.5% |
| All | +1,362.0% | +200.7% | +1,161.4% | +710.0% |
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 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