+21.7%
ELV vs PNC
+51.4%
-29.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.0% | +5.2% |
| 7D | +2.8% | -0.6% | +3.3% | +2.9% |
| 30D | +4.9% | -4.4% | +9.3% | +5.8% |
| 3M | +4.9% | +5.2% | -0.3% | +3.9% |
| 6M | +45.1% | +20.6% | +24.4% | +40.0% |
| YTD | +20.7% | +19.8% | +0.9% | +16.4% |
| 1Y | +35.0% | +24.4% | +10.6% | +29.2% |
| 3Y | -2.4% | +131.2% | -133.7% | -20.3% |
| All | +21.7% | +51.4% | -29.7% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling