+219.8%
C vs PNC
+112.9%
+106.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.2% | +0.2% |
| 7D | -0.9% | -0.2% | -0.8% | -0.7% |
| 30D | -5.4% | +6.5% | -11.9% | -10.2% |
| 3M | -9.2% | -7.6% | -1.6% | -3.0% |
| 6M | -1.8% | +8.5% | -10.3% | -8.5% |
| YTD | +6.7% | +14.5% | -7.8% | -4.6% |
| 1Y | +23.5% | +29.7% | -6.2% | -0.4% |
| 3Y | +219.8% | +115.7% | +104.1% | +89.7% |
| All | +219.8% | +112.9% | +106.9% | +89.7% |
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