+13.5%
KMB vs PNC
+279.5%
-266.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.4% |
| 7D | -6.5% | -0.6% | -5.9% | -6.4% |
| 30D | -8.8% | -4.4% | -4.4% | -8.2% |
| 3M | -2.2% | +5.2% | -7.4% | -2.9% |
| 6M | +0.7% | +20.6% | -20.0% | -1.9% |
| YTD | +1.0% | +19.8% | -18.7% | -1.7% |
| 1Y | -20.3% | +24.4% | -44.7% | -22.9% |
| 3Y | -13.3% | +131.2% | -144.5% | -24.2% |
| 5Y | -12.9% | +53.1% | -66.1% | -19.8% |
| All | +13.5% | +279.5% | -266.0% | -7.6% |
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 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