+1,003.0%
BE vs PNC
+126.0%
+877.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.2% | +6.3% |
| 7D | +9.0% | -0.6% | +9.6% | +9.4% |
| 30D | +16.3% | -4.4% | +20.7% | +20.4% |
| 3M | +10.8% | +5.2% | +5.6% | +5.7% |
| 6M | +73.2% | +20.6% | +52.6% | +48.4% |
| YTD | +217.4% | +19.8% | +197.6% | +173.7% |
| 1Y | +309.8% | +24.4% | +285.4% | +241.2% |
| 3Y | +1,726.2% | +131.2% | +1,594.9% | +810.6% |
| 5Y | +1,306.2% | +53.1% | +1,253.1% | +861.7% |
| All | +1,003.0% | +126.0% | +877.0% | +320.2% |
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