+292.4%
C vs PNC
+279.5%
+12.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.2% |
| 7D | +0.8% | -0.6% | +1.4% | +1.3% |
| 30D | +0.9% | -4.4% | +5.3% | +5.0% |
| 3M | +1.1% | +5.2% | -4.2% | -3.5% |
| 6M | +28.4% | +20.6% | +7.7% | +8.6% |
| YTD | +20.8% | +19.8% | +1.0% | +2.9% |
| 1Y | +43.4% | +24.4% | +19.0% | +17.8% |
| 3Y | +274.9% | +131.2% | +143.6% | +75.1% |
| 5Y | +136.7% | +53.1% | +83.6% | +54.5% |
| All | +292.4% | +279.5% | +12.9% | +13.2% |
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