+309.8%
BE vs PNC
+25.1%
+284.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +20.0% |
| 3M | +10.8% | +5.2% | +5.6% | +6.0% |
| 6M | +73.2% | +20.6% | +52.6% | +46.5% |
| YTD | +217.4% | +19.8% | +197.6% | +165.5% |
| 1Y | +309.8% | +24.4% | +285.4% | +206.6% |
| All | +309.8% | +25.1% | +284.7% | +206.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling