+1.5%
CARR vs PNC
+131.1%
-129.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.2% |
| 7D | -3.8% | -0.6% | -3.2% | -3.5% |
| 30D | -8.9% | -4.4% | -4.5% | -6.8% |
| 3M | -17.3% | +5.2% | -22.5% | -19.6% |
| 6M | -1.4% | +20.6% | -22.0% | -10.7% |
| YTD | +10.0% | +19.8% | -9.8% | -0.5% |
| 1Y | -6.4% | +24.4% | -30.8% | -17.1% |
| 3Y | +1.5% | +131.2% | -129.7% | -29.1% |
| All | +1.5% | +131.1% | -129.6% | -29.1% |
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