+358.8%
APP vs PNC
+52.4%
+306.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.6% | -1.9% |
| 7D | +0.1% | +2.3% | -2.2% | -1.5% |
| 30D | -10.0% | -3.8% | -6.2% | -7.7% |
| 3M | -44.6% | +7.8% | -52.4% | -47.6% |
| 6M | -37.9% | +19.7% | -57.6% | -45.6% |
| YTD | -53.7% | +19.1% | -72.8% | -59.4% |
| 1Y | -43.0% | +23.1% | -66.1% | -51.3% |
| 3Y | +640.8% | +132.1% | +508.6% | +286.2% |
| 5Y | +358.8% | +52.2% | +306.6% | +240.3% |
| All | +358.8% | +52.4% | +306.5% | +240.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling