+1,062.5%
APH vs PNC
+268.7%
+793.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.1% |
| 7D | +1.6% | -0.7% | +2.4% | +2.0% |
| 30D | -3.0% | -4.4% | +1.4% | -1.0% |
| 3M | +5.7% | +4.5% | +1.3% | +3.3% |
| 6M | +20.0% | +19.1% | +0.9% | +10.5% |
| YTD | +20.8% | +18.0% | +2.8% | +11.4% |
| 1Y | +40.2% | +24.1% | +16.2% | +26.0% |
| 3Y | +288.1% | +130.0% | +158.1% | +156.8% |
| 5Y | +352.5% | +50.4% | +302.1% | +257.7% |
| 10Y | +1,062.5% | +271.3% | +791.2% | +494.9% |
| All | +1,062.5% | +268.7% | +793.7% | +494.9% |
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