+61.2%
BROS vs PNC
+129.9%
-68.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.3% | -4.0% |
| 7D | -6.1% | -0.9% | -5.2% | -5.5% |
| 30D | -12.4% | -4.4% | -7.9% | -9.9% |
| 3M | -27.9% | +5.3% | -33.2% | -30.4% |
| 6M | -16.8% | +19.6% | -36.4% | -25.9% |
| YTD | -29.0% | +19.1% | -48.2% | -36.8% |
| 1Y | -33.2% | +24.3% | -57.5% | -42.1% |
| All | +61.2% | +129.9% | -68.7% | -1.6% |
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