+18.1%
D vs PNC
+23.0%
-4.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +1.5% | +1.4% | +0.1% | +1.3% |
| 30D | -2.6% | -3.8% | +1.2% | -2.0% |
| 3M | 0.0% | +9.0% | -9.0% | -1.4% |
| 6M | +7.4% | +16.6% | -9.3% | +5.0% |
| YTD | +15.9% | +20.4% | -4.6% | +13.7% |
| 1Y | +18.1% | +22.3% | -4.2% | +18.5% |
| All | +18.1% | +23.0% | -4.9% | +18.5% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling