+7.2%
GEHC vs PNC
+91.3%
-84.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -7.2% | -0.6% | -6.6% | -6.9% |
| 30D | -11.6% | -4.4% | -7.2% | -9.9% |
| 3M | -0.8% | +5.2% | -6.1% | -3.4% |
| 6M | -11.9% | +20.6% | -32.5% | -19.2% |
| YTD | -21.9% | +19.8% | -41.7% | -28.4% |
| 1Y | -17.8% | +24.4% | -42.3% | -26.0% |
| 3Y | -3.5% | +131.2% | -134.8% | -29.6% |
| All | +7.2% | +91.3% | -84.1% | -18.5% |
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