+724.9%
DELL vs PNC
+131.1%
+593.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.5% | +11.5% | +11.8% |
| 7D | +8.2% | -0.6% | +8.8% | +8.5% |
| 30D | +17.1% | -4.4% | +21.5% | +19.3% |
| 3M | +45.2% | +5.2% | +39.9% | +42.5% |
| 6M | +286.8% | +20.6% | +266.1% | +258.8% |
| YTD | +354.8% | +19.8% | +335.0% | +319.7% |
| 1Y | +358.3% | +24.4% | +333.8% | +314.1% |
| 3Y | +724.9% | +131.2% | +593.7% | +594.3% |
| All | +724.9% | +131.1% | +593.8% | +594.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling