-24.5%
KVUE vs PNC
+143.6%
-168.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -5.1% | -0.6% | -4.6% | -5.0% |
| 30D | -6.3% | -4.4% | -1.9% | -5.6% |
| 3M | -0.5% | +5.2% | -5.7% | -1.4% |
| 6M | +3.1% | +20.6% | -17.6% | -0.1% |
| YTD | +6.7% | +19.8% | -13.1% | +3.2% |
| 1Y | -1.1% | +24.4% | -25.6% | -5.2% |
| 3Y | -8.7% | +131.2% | -140.0% | -19.4% |
| All | -24.5% | +143.6% | -168.1% | -34.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling