+60.4%
HL vs PNC
+4,015.6%
-3,955.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +2.1% |
| 7D | +0.4% | -0.7% | +1.1% | +0.5% |
| 30D | +18.8% | -4.4% | +23.2% | +19.9% |
| 3M | +43.7% | +4.5% | +39.2% | +42.3% |
| 6M | -1.0% | +19.1% | -20.1% | -4.8% |
| YTD | +8.7% | +18.0% | -9.3% | +4.8% |
| 1Y | +105.0% | +24.1% | +81.0% | +95.4% |
| 3Y | +427.3% | +130.0% | +297.3% | +341.0% |
| 5Y | +249.3% | +50.4% | +198.9% | +215.7% |
| 10Y | +284.2% | +271.3% | +12.9% | +189.7% |
| All | +60.4% | +4,015.6% | -3,955.1% | +27.3% |
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