+147.8%
ETR vs PNC
+127.7%
+20.1%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.3% | -1.0% |
| 7D | +0.4% | -0.7% | +1.1% | +0.6% |
| 30D | +2.0% | -4.4% | +6.4% | +3.1% |
| 3M | -1.7% | +4.5% | -6.2% | -2.8% |
| 6M | +3.6% | +19.1% | -15.5% | -0.7% |
| YTD | +18.0% | +18.0% | 0.0% | +13.0% |
| 1Y | +26.2% | +24.1% | +2.2% | +19.2% |
| All | +147.8% | +127.7% | +20.1% | +90.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling