+281.8%
GE vs PNC
+133.3%
+148.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | +1.2% | +2.3% | -1.1% | +0.1% |
| 30D | -9.5% | -3.8% | -5.7% | -7.8% |
| 3M | +4.1% | +7.8% | -3.7% | +0.7% |
| 6M | +3.9% | +19.7% | -15.8% | -3.8% |
| YTD | +9.0% | +19.1% | -10.1% | +0.9% |
| 1Y | +21.9% | +23.1% | -1.2% | +11.2% |
| 3Y | +281.8% | +132.1% | +149.7% | +179.4% |
| All | +281.8% | +133.3% | +148.4% | +179.4% |
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 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