+911.5%
BE vs PNC
+127.3%
+784.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.2% | +7.2% | +7.2% |
| 7D | +20.0% | +1.4% | +18.6% | +18.7% |
| 30D | +7.9% | -3.8% | +11.7% | +11.4% |
| 3M | -13.2% | +9.0% | -22.2% | -19.5% |
| 6M | +53.5% | +16.6% | +36.8% | +35.7% |
| YTD | +191.0% | +20.4% | +170.6% | +150.1% |
| 1Y | +360.5% | +22.3% | +338.2% | +289.0% |
| 3Y | +1,568.0% | +124.5% | +1,443.5% | +751.5% |
| 5Y | +1,055.2% | +54.1% | +1,001.1% | +686.8% |
| All | +911.5% | +127.3% | +784.2% | +284.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling