+1,690.2%
BMY vs PNC
+4,053.5%
-2,363.3%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -2.9% |
| 7D | -3.3% | +2.3% | -5.6% | -3.8% |
| 30D | 0.0% | -3.8% | +3.8% | +0.8% |
| 3M | +17.7% | +7.8% | +9.9% | +15.6% |
| 6M | +9.6% | +19.7% | -10.1% | +5.1% |
| YTD | +24.0% | +19.1% | +4.9% | +18.7% |
| 1Y | +45.1% | +23.1% | +22.0% | +37.8% |
| 3Y | +22.5% | +132.1% | -109.6% | -0.5% |
| 5Y | +22.3% | +52.2% | -29.9% | +7.2% |
| 10Y | +62.0% | +271.4% | -209.4% | +10.5% |
| All | +1,690.2% | +4,053.5% | -2,363.3% | +469.3% |
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