+109.0%
HST vs PNC
+279.5%
-170.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.1% |
| 7D | +0.9% | -0.6% | +1.4% | +1.2% |
| 30D | -2.5% | -4.4% | +1.9% | +0.5% |
| 3M | -5.1% | +5.2% | -10.4% | -8.6% |
| 6M | +21.6% | +20.6% | +1.0% | +6.4% |
| YTD | +31.6% | +19.8% | +11.9% | +15.5% |
| 1Y | +36.1% | +24.4% | +11.7% | +16.0% |
| 3Y | +66.5% | +131.2% | -64.8% | -9.2% |
| 5Y | +76.6% | +53.1% | +23.5% | +25.7% |
| All | +109.0% | +279.5% | -170.5% | -5.7% |
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