+104.3%
DAL vs PNC
+202.3%
-98.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.8% |
| 7D | -1.1% | +3.1% | -4.2% | -3.3% |
| 30D | +12.8% | +7.6% | +5.2% | +6.8% |
| 3M | -5.3% | -8.1% | +2.9% | +1.3% |
| 6M | +22.4% | +12.6% | +9.8% | +11.5% |
| YTD | +25.6% | +15.0% | +10.7% | +12.8% |
| 1Y | +45.5% | +30.4% | +15.1% | +18.7% |
| 3Y | +161.0% | +116.1% | +44.8% | +45.8% |
| 5Y | +112.2% | +37.5% | +74.8% | +64.1% |
| All | +104.3% | +202.3% | -98.0% | -12.1% |
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 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