+527.5%
APP vs PNC
+58.9%
+468.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.4% | +3.6% |
| 7D | +4.6% | +3.1% | +1.5% | +2.7% |
| 30D | +56.0% | +7.6% | +48.4% | +48.2% |
| 3M | +30.8% | -8.1% | +39.0% | +37.4% |
| 6M | -9.8% | +12.6% | -22.4% | -17.3% |
| YTD | -39.3% | +15.0% | -54.2% | -45.3% |
| 1Y | -26.4% | +30.4% | -56.8% | -39.1% |
| 3Y | +887.9% | +116.1% | +771.8% | +477.2% |
| 5Y | +264.1% | +37.5% | +226.6% | +176.5% |
| All | +527.5% | +58.9% | +468.5% | +393.6% |
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