+44.6%
C vs PNC
+22.0%
+22.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.5% |
| 7D | +2.6% | -0.7% | +3.3% | +3.2% |
| 30D | +1.9% | -4.4% | +6.3% | +5.9% |
| 3M | +2.8% | +4.5% | -1.7% | -0.9% |
| 6M | +30.6% | +19.1% | +11.5% | +11.8% |
| YTD | +19.9% | +18.0% | +1.9% | +5.1% |
| 1Y | +44.6% | +24.1% | +20.5% | +19.4% |
| All | +44.6% | +22.0% | +22.6% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling