+178.7%
B vs PNC
+113.6%
+65.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.1% |
| 7D | +7.1% | +0.8% | +6.3% | +7.0% |
| 30D | -3.3% | +6.5% | -9.8% | -4.3% |
| 3M | -2.5% | -7.3% | +4.7% | -1.5% |
| 6M | -7.2% | +8.5% | -15.7% | -8.8% |
| YTD | -7.4% | +14.5% | -21.8% | -10.1% |
| 1Y | +16.4% | +29.1% | -12.6% | +10.8% |
| 3Y | +178.7% | +113.7% | +65.0% | +114.9% |
| All | +178.7% | +113.6% | +65.1% | +114.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling