+508.4%
F vs PNC
+3,789.2%
-3,280.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | +1.6% | -1.1% | +2.6% | +2.1% |
| 30D | +2.6% | +4.5% | -1.8% | +0.7% |
| 3M | -8.8% | -10.0% | +1.2% | -4.5% |
| 6M | +4.6% | +3.1% | +1.6% | +2.8% |
| YTD | -1.9% | +11.5% | -13.4% | -7.0% |
| 1Y | -0.8% | +27.3% | -28.0% | -11.4% |
| 3Y | +43.5% | +106.4% | -62.9% | +3.4% |
| 5Y | -12.1% | +31.1% | -43.2% | -22.9% |
| 10Y | +83.6% | +231.3% | -147.7% | +8.6% |
| All | +508.4% | +3,789.2% | -3,280.8% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling