+273.7%
ELV vs PNC
+279.5%
-5.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | +3.2% | -0.6% | +3.8% | +3.4% |
| 30D | +5.4% | -4.4% | +9.8% | +7.1% |
| 3M | +5.4% | +5.2% | +0.1% | +3.3% |
| 6M | +45.7% | +20.6% | +25.1% | +35.7% |
| YTD | +21.2% | +19.8% | +1.4% | +12.7% |
| 1Y | +35.6% | +24.4% | +11.2% | +24.1% |
| 3Y | -2.0% | +131.2% | -133.3% | -32.4% |
| 5Y | +26.0% | +53.1% | -27.1% | +0.7% |
| All | +273.7% | +279.5% | -5.8% | +72.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling