+500.0%
APP vs PNC
+54.2%
+445.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -0.6% | +10.5% | +10.2% |
| 7D | +71.2% | -1.1% | +72.3% | +71.5% |
| 30D | +39.1% | +4.5% | +34.6% | +34.5% |
| 3M | +16.5% | -10.0% | +26.6% | +23.8% |
| 6M | -16.6% | +3.1% | -19.6% | -19.0% |
| YTD | -41.9% | +11.5% | -53.5% | -46.7% |
| 1Y | -37.0% | +27.3% | -64.3% | -47.1% |
| 3Y | +892.4% | +106.4% | +786.1% | +497.2% |
| 5Y | +297.3% | +31.1% | +266.2% | +207.1% |
| All | +500.0% | +54.2% | +445.8% | +380.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling