+214.8%
B vs PNC
+202.3%
+12.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.7% |
| 7D | -7.3% | +3.1% | -10.4% | -7.5% |
| 30D | -3.3% | +7.6% | -11.0% | -3.7% |
| 3M | -7.8% | -8.1% | +0.4% | -7.4% |
| 6M | -15.5% | +12.6% | -28.1% | -16.1% |
| YTD | -12.3% | +15.0% | -27.2% | -12.9% |
| 1Y | +5.4% | +30.4% | -25.0% | +4.0% |
| 3Y | +165.5% | +116.1% | +49.4% | +157.2% |
| 5Y | +107.0% | +37.5% | +69.6% | +100.1% |
| All | +214.8% | +202.3% | +12.5% | +263.7% |
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