+7,924.2%
BNY vs PNC
+4,076.3%
+3,847.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.3% |
| 7D | -1.3% | -0.6% | -0.8% | -1.0% |
| 30D | -0.2% | -4.4% | +4.2% | +2.8% |
| 3M | +14.9% | +5.2% | +9.7% | +11.0% |
| 6M | +40.0% | +20.6% | +19.4% | +23.1% |
| YTD | +42.0% | +19.8% | +22.2% | +25.0% |
| 1Y | +56.9% | +24.4% | +32.4% | +34.1% |
| 3Y | +289.9% | +131.2% | +158.6% | +114.0% |
| 5Y | +259.2% | +53.1% | +206.1% | +156.4% |
| 10Y | +413.3% | +276.8% | +136.5% | +90.2% |
| All | +7,924.2% | +4,076.3% | +3,847.9% | +416.8% |
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