+1,665.8%
AMAT vs PNC
+272.2%
+1,393.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +4.6% |
| 7D | +7.0% | +2.3% | +4.7% | +5.5% |
| 30D | -12.2% | -3.8% | -8.4% | -10.2% |
| 3M | -3.8% | +7.8% | -11.6% | -8.4% |
| 6M | +45.9% | +19.7% | +26.2% | +30.4% |
| YTD | +84.6% | +19.1% | +65.5% | +65.1% |
| 1Y | +193.4% | +23.1% | +170.2% | +156.3% |
| 3Y | +228.1% | +132.1% | +95.9% | +89.9% |
| 5Y | +268.9% | +52.2% | +216.7% | +174.8% |
| 10Y | +1,665.8% | +271.4% | +1,394.3% | +716.3% |
| All | +1,665.8% | +272.2% | +1,393.6% | +716.3% |
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