+367.9%
APP vs PNC
+63.2%
+304.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.6% |
| 7D | -4.4% | -0.7% | -3.7% | -3.9% |
| 30D | -10.0% | -4.4% | -5.6% | -7.5% |
| 3M | -41.4% | +4.5% | -45.9% | -43.1% |
| 6M | -41.0% | +19.1% | -60.1% | -47.7% |
| YTD | -54.7% | +18.0% | -72.7% | -59.7% |
| 1Y | -45.3% | +24.1% | -69.4% | -53.0% |
| 3Y | +624.3% | +130.0% | +494.3% | +306.8% |
| 5Y | +329.1% | +50.4% | +278.7% | +222.5% |
| All | +367.9% | +63.2% | +304.7% | +263.7% |
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