+3,033.3%
EQT vs PNC
+4,054.7%
-1,021.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | +0.3% |
| 7D | -1.2% | -0.9% | -0.3% | -0.9% |
| 30D | +1.1% | -4.4% | +5.5% | +2.3% |
| 3M | +4.8% | +5.3% | -0.5% | +3.2% |
| 6M | -10.6% | +19.6% | -30.2% | -15.3% |
| YTD | +3.4% | +19.1% | -15.7% | -2.1% |
| 1Y | +8.7% | +24.3% | -15.6% | +1.4% |
| 3Y | +35.0% | +132.2% | -97.2% | +4.8% |
| 5Y | +204.2% | +52.3% | +151.9% | +164.6% |
| 10Y | +52.5% | +274.8% | -222.3% | +3.6% |
| All | +3,033.3% | +4,054.7% | -1,021.4% | +1,341.2% |
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 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