+392.2%
DAL vs PNC
+428.2%
-36.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.5% |
| 7D | +8.8% | -1.1% | +9.9% | +9.6% |
| 30D | +5.4% | +4.5% | +0.9% | +2.8% |
| 3M | -4.9% | -10.0% | +5.1% | +1.2% |
| 6M | +19.8% | +3.1% | +16.8% | +17.7% |
| YTD | +27.0% | +11.5% | +15.5% | +19.5% |
| 1Y | +52.5% | +27.3% | +25.2% | +33.0% |
| 3Y | +173.8% | +106.4% | +67.5% | +82.9% |
| 5Y | +104.5% | +31.1% | +73.4% | +75.2% |
| 10Y | +129.7% | +231.3% | -101.6% | +19.7% |
| All | +392.2% | +428.2% | -36.0% | +75.3% |
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