+169.7%
EXE vs PNC
+86.5%
+83.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.5% | -2.6% | -2.3% |
| 7D | -3.1% | -0.6% | -2.6% | -3.0% |
| 30D | -0.9% | -4.4% | +3.5% | +0.7% |
| 3M | +9.6% | +5.2% | +4.3% | +7.2% |
| 6M | -11.6% | +20.6% | -32.2% | -18.3% |
| YTD | -12.6% | +19.8% | -32.3% | -19.3% |
| 1Y | +1.2% | +24.4% | -23.3% | -8.3% |
| 3Y | +18.0% | +131.2% | -113.2% | -22.0% |
| 5Y | +101.1% | +53.1% | +48.0% | +58.8% |
| All | +169.7% | +86.5% | +83.2% | +96.9% |
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