+503.6%
IBKR vs PNC
+51.4%
+452.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +1.9% |
| 7D | -1.3% | -0.6% | -0.8% | -1.1% |
| 30D | -0.2% | -4.4% | +4.2% | +2.2% |
| 3M | +3.0% | +5.2% | -2.3% | +0.1% |
| 6M | +33.9% | +20.6% | +13.2% | +20.7% |
| YTD | +42.5% | +19.8% | +22.7% | +29.1% |
| 1Y | +44.9% | +24.4% | +20.4% | +28.4% |
| 3Y | +293.0% | +131.2% | +161.8% | +155.4% |
| All | +503.6% | +51.4% | +452.2% | +390.2% |
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