+45.2%
AMZN vs PNC
+50.6%
-5.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.7% |
| 7D | -2.7% | -0.9% | -1.8% | -2.3% |
| 30D | -7.5% | -4.4% | -3.1% | -5.6% |
| 3M | +5.8% | +5.3% | +0.6% | +3.0% |
| 6M | +17.5% | +19.6% | -2.1% | +7.2% |
| YTD | +9.1% | +19.1% | -10.0% | -0.8% |
| 1Y | +9.4% | +24.3% | -15.0% | -3.0% |
| 3Y | +82.2% | +132.2% | -50.0% | +14.2% |
| 5Y | +45.2% | +52.3% | -7.1% | +15.3% |
| All | +45.2% | +50.6% | -5.4% | +15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling