+142.2%
BP vs PNC
+202.3%
-60.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.6% |
| 7D | +3.8% | +3.1% | +0.7% | +2.3% |
| 30D | -5.3% | +7.6% | -12.9% | -8.7% |
| 3M | +9.3% | -8.1% | +17.4% | +13.3% |
| 6M | +7.2% | +12.6% | -5.4% | +0.2% |
| YTD | +38.0% | +15.0% | +23.1% | +26.4% |
| 1Y | +33.2% | +30.4% | +2.8% | +14.2% |
| 3Y | +50.3% | +116.1% | -65.9% | -5.0% |
| 5Y | +114.1% | +37.5% | +76.6% | +69.3% |
| All | +142.2% | +202.3% | -60.1% | +25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling