+49.1%
D vs PNC
+202.3%
-153.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -1.4% | +3.1% | -4.4% | -2.2% |
| 30D | +7.7% | +7.6% | +0.1% | +5.6% |
| 3M | -0.3% | -8.1% | +7.9% | +2.0% |
| 6M | +10.1% | +12.6% | -2.5% | +6.3% |
| YTD | +19.1% | +15.0% | +4.1% | +14.0% |
| 1Y | +15.9% | +30.4% | -14.5% | +7.0% |
| 3Y | +75.0% | +116.1% | -41.1% | +37.6% |
| 5Y | +13.4% | +37.5% | -24.1% | -0.6% |
| All | +49.1% | +202.3% | -153.2% | +6.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling