+282.2%
APH vs PNC
+30.4%
+251.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.6% | +4.7% | +4.4% |
| 7D | -5.9% | -1.1% | -4.9% | -5.5% |
| 30D | -14.8% | +4.5% | -19.3% | -16.4% |
| 3M | -12.4% | -10.0% | -2.4% | -8.4% |
| 6M | +8.1% | +3.1% | +5.0% | +6.2% |
| YTD | +10.9% | +11.5% | -0.6% | +5.1% |
| 1Y | +8.8% | +27.3% | -18.5% | -2.8% |
| 3Y | +262.1% | +106.4% | +155.7% | +156.9% |
| All | +282.2% | +30.4% | +251.7% | +229.0% |
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 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