+269.3%
C vs PNC
+133.3%
+135.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | +0.2% |
| 7D | +3.2% | +2.3% | +0.9% | +1.3% |
| 30D | +1.3% | -3.8% | +5.1% | +4.6% |
| 3M | +3.1% | +7.8% | -4.7% | -3.1% |
| 6M | +29.6% | +19.7% | +9.9% | +11.7% |
| YTD | +19.0% | +19.1% | -0.2% | +3.2% |
| 1Y | +45.6% | +23.1% | +22.5% | +22.8% |
| 3Y | +269.3% | +132.1% | +137.1% | +104.6% |
| All | +269.3% | +133.3% | +135.9% | +104.6% |
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