+134.1%
BP vs PNC
+279.5%
-145.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +5.2% | -0.6% | +5.8% | +5.5% |
| 30D | +8.7% | -4.4% | +13.1% | +10.8% |
| 3M | +9.3% | +5.2% | +4.1% | +6.1% |
| 6M | +13.6% | +20.6% | -7.1% | +2.5% |
| YTD | +37.7% | +19.8% | +17.9% | +23.9% |
| 1Y | +40.6% | +24.4% | +16.2% | +23.7% |
| 3Y | +40.3% | +131.2% | -90.9% | -14.4% |
| 5Y | +141.4% | +53.1% | +88.3% | +80.2% |
| All | +134.1% | +279.5% | -145.4% | +9.5% |
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