+291.1%
APH vs PNC
+134.6%
+156.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | +1.4% | +3.6% | +4.3% |
| 30D | -3.9% | -3.8% | -0.1% | -2.3% |
| 3M | +13.0% | +9.0% | +4.0% | +8.6% |
| 6M | +25.2% | +16.6% | +8.5% | +16.9% |
| YTD | +22.9% | +20.4% | +2.5% | +13.1% |
| 1Y | +47.8% | +22.3% | +25.5% | +34.9% |
| All | +291.1% | +134.6% | +156.5% | +175.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling