+16.7%
BABA vs PNC
+272.2%
-255.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.2% |
| 7D | -0.2% | +2.3% | -2.5% | -0.9% |
| 30D | -12.3% | -3.8% | -8.4% | -11.3% |
| 3M | -5.3% | +7.8% | -13.1% | -7.8% |
| 6M | -13.1% | +19.7% | -32.8% | -18.2% |
| YTD | -22.4% | +19.1% | -41.5% | -27.1% |
| 1Y | -19.5% | +23.1% | -42.6% | -25.3% |
| 3Y | +32.9% | +132.1% | -99.2% | -2.1% |
| 5Y | -29.9% | +52.2% | -82.1% | -41.2% |
| 10Y | +16.7% | +271.4% | -254.7% | -19.9% |
| All | +16.7% | +272.2% | -255.5% | -19.9% |
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 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