+3,455.1%
DLR vs PNC
+741.8%
+2,713.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.4% | -2.1% |
| 7D | +3.3% | +3.1% | +0.3% | +2.1% |
| 30D | +4.6% | +7.6% | -3.1% | +1.6% |
| 3M | -8.3% | -8.1% | -0.1% | -5.2% |
| 6M | -5.6% | +12.6% | -18.2% | -10.1% |
| YTD | +18.7% | +15.0% | +3.8% | +11.6% |
| 1Y | +17.1% | +30.4% | -13.3% | +4.5% |
| 3Y | +54.4% | +116.1% | -61.8% | +9.8% |
| 5Y | +36.5% | +37.5% | -1.0% | +14.1% |
| 10Y | +187.7% | +205.1% | -17.4% | +52.7% |
| All | +3,455.1% | +741.8% | +2,713.3% | +954.4% |
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