+32,991.5%
GILD vs PNC
+3,097.5%
+29,894.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.9% |
| 7D | -4.8% | -0.6% | -4.3% | -4.7% |
| 30D | +5.8% | -4.4% | +10.2% | +7.0% |
| 3M | +14.9% | +5.2% | +9.7% | +13.2% |
| 6M | -0.4% | +20.6% | -21.0% | -5.6% |
| YTD | +18.5% | +19.8% | -1.2% | +12.3% |
| 1Y | +25.1% | +24.4% | +0.7% | +17.1% |
| 3Y | +105.9% | +131.2% | -25.3% | +60.2% |
| 5Y | +143.0% | +53.1% | +89.9% | +107.4% |
| 10Y | +162.4% | +276.8% | -114.4% | +63.6% |
| All | +32,991.5% | +3,097.5% | +29,894.0% | +7,556.4% |
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