-55.4%
APP vs PNC
+32.8%
-88.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +1.8% | +8.9% | +9.8% |
| 7D | +4.5% | +2.3% | +2.3% | +3.5% |
| 30D | -3.6% | +7.0% | -10.6% | -6.6% |
| 3M | -35.3% | -7.3% | -28.0% | -32.7% |
| 6M | -42.8% | +8.9% | -51.7% | -45.1% |
| YTD | -59.7% | +15.5% | -75.2% | -61.1% |
| 1Y | -55.4% | +31.8% | -87.2% | -60.5% |
| All | -55.4% | +32.8% | -88.1% | -60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling