+190.8%
EQT vs PNC
+51.4%
+139.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.9% |
| 7D | -2.0% | -0.6% | -1.4% | -1.8% |
| 30D | 0.0% | -4.4% | +4.4% | +2.0% |
| 3M | +5.9% | +5.2% | +0.7% | +3.2% |
| 6M | -14.8% | +20.6% | -35.4% | -22.5% |
| YTD | +1.8% | +19.8% | -18.0% | -7.8% |
| 1Y | +7.4% | +24.4% | -17.1% | -5.0% |
| 3Y | +33.6% | +131.2% | -97.6% | -20.1% |
| All | +190.8% | +51.4% | +139.4% | +107.2% |
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 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