+464.9%
AXP vs PNC
+272.2%
+192.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.8% |
| 7D | +0.6% | +2.3% | -1.7% | -1.2% |
| 30D | -4.3% | -3.8% | -0.5% | -1.5% |
| 3M | +4.7% | +7.8% | -3.1% | -1.5% |
| 6M | +9.0% | +19.7% | -10.7% | -5.8% |
| YTD | -11.1% | +19.1% | -30.2% | -22.8% |
| 1Y | +1.3% | +23.1% | -21.8% | -14.3% |
| 3Y | +114.5% | +132.1% | -17.6% | +9.0% |
| 5Y | +118.0% | +52.2% | +65.8% | +51.9% |
| 10Y | +464.9% | +271.4% | +193.5% | +85.1% |
| All | +464.9% | +272.2% | +192.7% | +85.1% |
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