+3,617.4%
DLR vs PNC
+772.2%
+2,845.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.1% | +1.7% | +1.0% |
| 7D | +3.4% | +2.3% | +1.1% | +2.5% |
| 30D | -2.2% | -3.8% | +1.6% | -0.7% |
| 3M | +4.7% | +7.8% | -3.1% | +1.5% |
| 6M | +9.0% | +19.7% | -10.7% | +1.3% |
| YTD | +24.1% | +19.1% | +5.0% | +15.1% |
| 1Y | +20.9% | +23.1% | -2.2% | +10.4% |
| 3Y | +60.0% | +132.1% | -72.1% | +10.5% |
| 5Y | +35.3% | +52.2% | -16.9% | +8.4% |
| 10Y | +165.8% | +271.4% | -105.7% | +28.8% |
| All | +3,617.4% | +772.2% | +2,845.2% | +987.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling