+138.3%
GOOGL vs PNC
+50.6%
+87.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.3% |
| 7D | -2.8% | -0.9% | -1.9% | -2.5% |
| 30D | -3.2% | -4.4% | +1.2% | -1.7% |
| 3M | -6.6% | +5.3% | -11.9% | -8.4% |
| 6M | +8.5% | +19.6% | -11.1% | +1.7% |
| YTD | +6.5% | +19.1% | -12.7% | -0.5% |
| 1Y | +39.4% | +24.3% | +15.1% | +28.1% |
| 3Y | +146.2% | +132.2% | +14.0% | +74.1% |
| 5Y | +138.3% | +52.3% | +86.0% | +99.5% |
| All | +138.3% | +50.6% | +87.7% | +99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling