+120.8%
EXPE vs PNC
+115.6%
+5.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.6% |
| 7D | -0.5% | +3.1% | -3.6% | -2.6% |
| 30D | -6.1% | +7.6% | -13.7% | -10.2% |
| 3M | -21.3% | -8.1% | -13.2% | -16.5% |
| 6M | +19.0% | +12.6% | +6.4% | +9.8% |
| YTD | -8.4% | +15.0% | -23.4% | -17.4% |
| 1Y | -2.8% | +30.4% | -33.2% | -19.9% |
| 3Y | +120.8% | +116.1% | +4.6% | +39.5% |
| All | +120.8% | +115.6% | +5.1% | +39.5% |
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