+290.1%
ETR vs PNC
+279.5%
+10.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -1.8% | -0.6% | -1.3% | -1.7% |
| 30D | -1.8% | -4.4% | +2.6% | -0.5% |
| 3M | -3.6% | +5.2% | -8.8% | -5.2% |
| 6M | +2.6% | +20.6% | -18.0% | -3.3% |
| YTD | +16.0% | +19.8% | -3.7% | +9.2% |
| 1Y | +20.1% | +24.4% | -4.3% | +11.5% |
| 3Y | +143.6% | +131.2% | +12.3% | +82.4% |
| 5Y | +124.4% | +53.1% | +71.3% | +87.4% |
| All | +290.1% | +279.5% | +10.6% | +164.9% |
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