+73.9%
HST vs PNC
+51.0%
+22.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.4% |
| 7D | -0.3% | -0.7% | +0.4% | +0.1% |
| 30D | -2.8% | -4.4% | +1.6% | -0.1% |
| 3M | -6.5% | +4.5% | -11.0% | -9.2% |
| 6M | +20.7% | +19.1% | +1.7% | +7.7% |
| YTD | +30.5% | +18.0% | +12.4% | +16.8% |
| 1Y | +36.8% | +24.1% | +12.7% | +18.4% |
| 3Y | +65.9% | +130.0% | -64.1% | -3.3% |
| 5Y | +73.9% | +50.4% | +23.5% | +32.8% |
| All | +73.9% | +51.0% | +22.9% | +32.8% |
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