+10,209.8%
FISV vs PNC
+4,015.6%
+6,194.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | -6.4% | -0.7% | -5.7% | -6.2% |
| 30D | -6.8% | -4.4% | -2.4% | -5.5% |
| 3M | -10.0% | +4.5% | -14.4% | -11.2% |
| 6M | -20.6% | +19.1% | -39.7% | -25.0% |
| YTD | -27.6% | +18.0% | -45.6% | -31.5% |
| 1Y | -64.3% | +24.1% | -88.4% | -66.7% |
| 3Y | -60.0% | +130.0% | -190.0% | -69.8% |
| 5Y | -57.7% | +50.4% | -108.1% | -63.8% |
| 10Y | -3.0% | +271.3% | -274.3% | -38.9% |
| All | +10,209.8% | +4,015.6% | +6,194.3% | +2,989.4% |
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