+126.4%
DAL vs PNC
+272.2%
-145.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -0.7% |
| 7D | +3.4% | +2.3% | +1.1% | +1.6% |
| 30D | -13.6% | -3.8% | -9.7% | -10.8% |
| 3M | +1.2% | +7.8% | -6.6% | -4.6% |
| 6M | +34.5% | +19.7% | +14.8% | +16.9% |
| YTD | +14.7% | +19.1% | -4.4% | +0.2% |
| 1Y | +29.2% | +23.1% | +6.1% | +10.1% |
| 3Y | +100.0% | +132.1% | -32.2% | +5.5% |
| 5Y | +106.3% | +52.2% | +54.1% | +47.1% |
| 10Y | +126.4% | +271.4% | -145.0% | -15.9% |
| All | +126.4% | +272.2% | -145.8% | -15.9% |
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