+23.3%
BA vs PNC
+202.3%
-179.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.4% |
| 7D | -1.1% | +3.1% | -4.2% | -3.2% |
| 30D | -7.1% | +7.6% | -14.8% | -12.0% |
| 3M | -25.5% | -8.1% | -17.4% | -21.1% |
| 6M | -28.7% | +12.6% | -41.3% | -35.0% |
| YTD | -21.0% | +15.0% | -36.0% | -29.7% |
| 1Y | -11.9% | +30.4% | -42.3% | -28.8% |
| 3Y | -16.2% | +116.1% | -132.3% | -55.9% |
| 5Y | -22.4% | +37.5% | -59.9% | -43.2% |
| All | +23.3% | +202.3% | -179.0% | -46.5% |
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