+5,596.8%
HON vs PNC
+4,053.5%
+1,543.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | -0.8% | +2.3% | -3.1% | -1.7% |
| 30D | -15.2% | -3.8% | -11.3% | -14.0% |
| 3M | -6.0% | +7.8% | -13.8% | -8.7% |
| 6M | -14.9% | +19.7% | -34.6% | -20.6% |
| YTD | +3.2% | +19.1% | -16.0% | -3.8% |
| 1Y | 0.0% | +23.1% | -23.1% | -8.1% |
| 3Y | +21.5% | +132.1% | -110.7% | -13.0% |
| 5Y | +4.0% | +52.2% | -48.2% | -14.5% |
| 10Y | +138.4% | +271.4% | -133.0% | +38.7% |
| All | +5,596.8% | +4,053.5% | +1,543.3% | +1,251.6% |
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 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