+218.2%
GLD vs PNC
+268.7%
-50.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.9% |
| 7D | +0.1% | -0.7% | +0.9% | +0.1% |
| 30D | +0.2% | -4.4% | +4.6% | +0.1% |
| 3M | +3.2% | +4.5% | -1.3% | +3.3% |
| 6M | -14.6% | +19.1% | -33.7% | -14.2% |
| YTD | +1.8% | +18.0% | -16.2% | +2.3% |
| 1Y | +20.7% | +24.1% | -3.3% | +21.5% |
| 3Y | +126.5% | +130.0% | -3.5% | +132.9% |
| 5Y | +140.0% | +50.4% | +89.7% | +143.5% |
| 10Y | +218.2% | +271.3% | -53.1% | +261.9% |
| All | +218.2% | +268.7% | -50.5% | +261.9% |
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