+388.8%
GH vs PNC
+134.5%
+254.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.3% |
| 7D | -2.5% | -0.6% | -1.9% | -2.3% |
| 30D | -4.7% | -4.4% | -0.3% | -2.7% |
| 3M | +20.2% | +5.2% | +15.0% | +17.1% |
| 6M | +78.8% | +20.6% | +58.1% | +62.9% |
| YTD | +54.1% | +19.8% | +34.3% | +40.8% |
| 1Y | +177.1% | +24.4% | +152.6% | +147.7% |
| 3Y | +371.6% | +131.2% | +240.4% | +214.3% |
| 5Y | +21.9% | +53.1% | -31.2% | -3.5% |
| All | +388.8% | +134.5% | +254.3% | +185.0% |
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