+132,206.2%
APH vs PNC
+3,512.4%
+128,693.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.8% |
| 7D | +5.0% | +1.4% | +3.6% | +4.4% |
| 30D | -3.9% | -3.8% | -0.1% | -2.6% |
| 3M | +13.0% | +9.0% | +4.0% | +9.6% |
| 6M | +25.2% | +16.6% | +8.5% | +18.8% |
| YTD | +22.9% | +20.4% | +2.5% | +15.3% |
| 1Y | +47.8% | +22.3% | +25.5% | +37.6% |
| 3Y | +283.0% | +124.5% | +158.5% | +189.1% |
| 5Y | +349.7% | +54.1% | +295.6% | +278.9% |
| 10Y | +1,061.2% | +276.3% | +785.0% | +619.6% |
| All | +132,206.2% | +3,512.4% | +128,693.7% | +44,270.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling