+228.7%
HL vs PNC
+51.4%
+177.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.4% |
| 7D | -4.4% | -0.6% | -3.8% | -4.2% |
| 30D | +9.3% | -4.4% | +13.7% | +11.2% |
| 3M | +32.0% | +5.2% | +26.7% | +28.7% |
| 6M | -6.4% | +20.6% | -27.1% | -14.4% |
| YTD | +3.1% | +19.8% | -16.6% | -5.4% |
| 1Y | +77.6% | +24.4% | +53.1% | +59.9% |
| 3Y | +392.8% | +131.2% | +261.6% | +221.8% |
| All | +228.7% | +51.4% | +177.3% | +135.6% |
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