+87.5%
HST vs PNC
+115.6%
-28.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | +3.6% | +3.1% | +0.5% | +1.6% |
| 30D | +11.2% | +7.6% | +3.6% | +6.3% |
| 3M | +13.1% | -8.1% | +21.2% | +19.1% |
| 6M | +23.9% | +12.6% | +11.3% | +14.4% |
| YTD | +52.3% | +15.0% | +37.3% | +38.2% |
| 1Y | +56.7% | +30.4% | +26.3% | +31.0% |
| 3Y | +87.5% | +116.1% | -28.6% | +20.5% |
| All | +87.5% | +115.6% | -28.1% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling