+1,218.2%
BE vs PNC
+50.6%
+1,167.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.8% |
| 7D | +9.7% | -0.9% | +10.6% | +10.5% |
| 30D | +22.4% | -4.4% | +26.8% | +27.1% |
| 3M | +10.4% | +5.3% | +5.1% | +4.9% |
| 6M | +67.9% | +19.6% | +48.3% | +43.3% |
| YTD | +197.5% | +19.1% | +178.3% | +154.6% |
| 1Y | +310.6% | +24.3% | +286.2% | +237.2% |
| 3Y | +1,657.2% | +132.2% | +1,525.0% | +704.9% |
| 5Y | +1,218.2% | +52.3% | +1,165.8% | +672.4% |
| All | +1,218.2% | +50.6% | +1,167.6% | +672.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling