+506.6%
APP vs PNC
+58.3%
+448.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | +61.1% | +0.8% | +60.3% | +59.6% |
| 30D | +42.8% | +6.5% | +36.3% | +36.5% |
| 3M | +16.7% | -7.3% | +24.0% | +21.7% |
| 6M | -15.6% | +8.5% | -24.1% | -20.6% |
| YTD | -41.3% | +14.5% | -55.8% | -47.0% |
| 1Y | -39.3% | +29.1% | -68.4% | -49.4% |
| 3Y | +803.2% | +113.7% | +689.5% | +431.6% |
| 5Y | +313.2% | +35.7% | +277.5% | +214.5% |
| All | +506.6% | +58.3% | +448.3% | +378.4% |
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 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