+351.3%
DAL vs PNC
+470.4%
-119.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +0.1% | +1.4% | -1.3% | -0.7% |
| 30D | -13.9% | -3.8% | -10.1% | -11.9% |
| 3M | +1.1% | +9.0% | -7.9% | -3.9% |
| 6M | +26.2% | +16.6% | +9.6% | +15.5% |
| YTD | +16.4% | +20.4% | -4.0% | +4.7% |
| 1Y | +33.9% | +22.3% | +11.5% | +19.4% |
| 3Y | +93.4% | +124.5% | -31.2% | +22.7% |
| 5Y | +106.4% | +54.1% | +52.3% | +60.9% |
| 10Y | +143.0% | +276.3% | -133.3% | +18.0% |
| All | +351.3% | +470.4% | -119.1% | +53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling