+701.5%
B vs PNC
+3,891.4%
-3,189.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | 0.0% | -6.1% | -6.1% |
| 7D | +7.1% | +0.8% | +6.3% | +7.1% |
| 30D | -3.3% | +6.5% | -9.8% | -3.5% |
| 3M | -2.5% | -7.3% | +4.7% | -2.4% |
| 6M | -7.2% | +8.5% | -15.7% | -7.4% |
| YTD | -7.4% | +14.5% | -21.8% | -7.7% |
| 1Y | +16.4% | +29.1% | -12.6% | +15.8% |
| 3Y | +178.7% | +113.7% | +65.0% | +174.2% |
| 5Y | +121.7% | +35.7% | +86.0% | +119.2% |
| 10Y | +208.6% | +203.7% | +5.0% | +200.8% |
| All | +701.5% | +3,891.4% | -3,189.8% | +836.8% |
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