+417.3%
LIN vs PNC
+227.4%
+189.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | 0.0% |
| 7D | +0.1% | -0.2% | +0.3% | +0.2% |
| 30D | +7.6% | +6.5% | +1.1% | +5.0% |
| 3M | +6.5% | -7.6% | +14.1% | +9.6% |
| 6M | +6.2% | +8.5% | -2.3% | +2.5% |
| YTD | +23.2% | +14.5% | +8.8% | +15.7% |
| 1Y | +25.4% | +29.7% | -4.3% | +12.0% |
| 3Y | +38.3% | +115.7% | -77.4% | -2.2% |
| 5Y | +64.4% | +34.6% | +29.8% | +39.2% |
| 10Y | +417.3% | +217.8% | +199.5% | +214.8% |
| All | +417.3% | +227.4% | +189.9% | +214.8% |
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 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