+207.0%
C vs PNC
+202.3%
+4.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.5% |
| 7D | +4.2% | +3.1% | +1.1% | +1.4% |
| 30D | +2.0% | +7.6% | -5.7% | -4.4% |
| 3M | -10.1% | -8.1% | -2.0% | -3.1% |
| 6M | +1.0% | +12.6% | -11.6% | -9.3% |
| YTD | +8.5% | +15.0% | -6.5% | -4.2% |
| 1Y | +25.7% | +30.4% | -4.7% | -0.8% |
| 3Y | +216.0% | +116.1% | +99.8% | +57.4% |
| 5Y | +112.3% | +37.5% | +74.8% | +53.7% |
| All | +207.0% | +202.3% | +4.7% | +6.4% |
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