+1,683.3%
BE vs PNC
+127.7%
+1,555.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.1% |
| 7D | +23.9% | -0.7% | +24.7% | +24.7% |
| 30D | +27.8% | -4.4% | +32.2% | +32.6% |
| 3M | +3.7% | +4.5% | -0.8% | -0.6% |
| 6M | +78.0% | +19.1% | +58.9% | +52.9% |
| YTD | +209.9% | +18.0% | +191.9% | +167.6% |
| 1Y | +389.6% | +24.1% | +365.5% | +304.2% |
| All | +1,683.3% | +127.7% | +1,555.6% | +569.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling