+84.1%
F vs PNC
+268.7%
-184.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.9% | -3.0% | -3.3% |
| 7D | -4.9% | -0.7% | -4.1% | -4.4% |
| 30D | -2.9% | -4.4% | +1.5% | 0.0% |
| 3M | -9.1% | +4.5% | -13.6% | -11.9% |
| 6M | +12.9% | +19.1% | -6.1% | 0.0% |
| YTD | +6.1% | +18.0% | -12.0% | -6.0% |
| 1Y | +22.5% | +24.1% | -1.5% | +4.7% |
| 3Y | +32.1% | +130.0% | -98.0% | -26.7% |
| 5Y | +43.7% | +50.4% | -6.7% | +5.5% |
| 10Y | +84.1% | +271.3% | -187.2% | -24.7% |
| All | +84.1% | +268.7% | -184.6% | -24.7% |
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