+1,045.8%
C vs PNC
+3,903.5%
-2,857.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.3% |
| 7D | -0.4% | -0.6% | +0.2% | +0.1% |
| 30D | -5.3% | +5.8% | -11.1% | -9.5% |
| 3M | -8.0% | -7.9% | -0.1% | -1.6% |
| 6M | -0.3% | +10.0% | -10.2% | -7.8% |
| YTD | +8.6% | +14.8% | -6.2% | -2.8% |
| 1Y | +25.8% | +29.7% | -3.8% | +2.0% |
| 3Y | +221.2% | +114.4% | +106.8% | +72.3% |
| 5Y | +113.6% | +36.0% | +77.6% | +60.1% |
| 10Y | +218.3% | +204.7% | +13.6% | +28.0% |
| All | +1,045.8% | +3,903.5% | -2,857.6% | +15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling