-57.6%
FISV vs PNC
+131.1%
-188.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.2% |
| 7D | -2.7% | -0.6% | -2.1% | -2.4% |
| 30D | 0.0% | -4.4% | +4.4% | +2.0% |
| 3M | -2.8% | +5.2% | -8.0% | -4.8% |
| 6M | -11.8% | +20.6% | -32.5% | -18.6% |
| YTD | -23.2% | +19.8% | -43.0% | -29.1% |
| 1Y | -62.0% | +24.4% | -86.4% | -65.5% |
| 3Y | -57.6% | +131.2% | -188.9% | -68.6% |
| All | -57.6% | +131.1% | -188.7% | -68.6% |
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 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