+246.5%
BBY vs PNC
+279.5%
-33.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.8% |
| 7D | +0.6% | -0.6% | +1.1% | +0.9% |
| 30D | +9.4% | -4.4% | +13.8% | +12.2% |
| 3M | +19.3% | +5.2% | +14.1% | +15.8% |
| 6M | +47.9% | +20.6% | +27.3% | +32.4% |
| YTD | +39.6% | +19.8% | +19.8% | +25.1% |
| 1Y | +22.2% | +24.4% | -2.2% | +6.9% |
| 3Y | +45.0% | +131.2% | -86.3% | -10.8% |
| 5Y | +2.6% | +53.1% | -50.5% | -22.4% |
| All | +246.5% | +279.5% | -33.0% | +58.0% |
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