+53,005.7%
DHR vs PNC
+4,054.7%
+48,950.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.4% |
| 7D | -5.0% | -0.9% | -4.1% | -4.7% |
| 30D | -3.3% | -4.4% | +1.1% | -2.2% |
| 3M | +9.4% | +5.3% | +4.2% | +7.6% |
| 6M | +3.2% | +19.6% | -16.4% | -2.2% |
| YTD | -12.0% | +19.1% | -31.2% | -16.7% |
| 1Y | +4.9% | +24.3% | -19.4% | -2.0% |
| 3Y | -7.4% | +132.2% | -139.6% | -28.0% |
| 5Y | -29.8% | +52.3% | -82.1% | -39.4% |
| 10Y | +209.1% | +274.8% | -65.7% | +96.3% |
| All | +53,005.7% | +4,054.7% | +48,950.9% | +13,756.8% |
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