+207.7%
B vs PNC
+274.0%
-66.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.2% |
| 7D | +1.0% | -0.7% | +1.8% | +1.1% |
| 30D | +9.5% | -4.4% | +13.9% | +9.7% |
| 3M | +14.3% | +4.5% | +9.8% | +14.1% |
| 6M | -1.9% | +19.1% | -20.9% | -2.7% |
| YTD | +4.1% | +18.0% | -13.9% | +3.2% |
| 1Y | +56.1% | +24.1% | +32.1% | +54.5% |
| 3Y | +202.0% | +130.0% | +72.0% | +193.1% |
| 5Y | +158.8% | +50.4% | +108.4% | +150.8% |
| All | +207.7% | +274.0% | -66.3% | +228.5% |
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