+39.1%
BP vs PNC
+127.7%
-88.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +1.9% |
| 7D | +4.0% | -0.7% | +4.7% | +4.1% |
| 30D | +7.8% | -4.4% | +12.2% | +8.6% |
| 3M | +8.4% | +4.5% | +3.9% | +7.2% |
| 6M | +15.1% | +19.1% | -4.0% | +10.5% |
| YTD | +36.4% | +18.0% | +18.4% | +30.8% |
| 1Y | +40.9% | +24.1% | +16.9% | +33.3% |
| All | +39.1% | +127.7% | -88.7% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling