+431.5%
LIN vs PNC
+202.3%
+229.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.1% | +0.5% |
| 7D | +2.1% | +3.1% | -1.0% | +0.9% |
| 30D | +6.8% | +7.6% | -0.9% | +3.8% |
| 3M | +10.4% | -8.1% | +18.5% | +13.8% |
| 6M | +3.2% | +12.6% | -9.4% | -1.8% |
| YTD | +24.6% | +15.0% | +9.6% | +16.8% |
| 1Y | +24.4% | +30.4% | -6.0% | +10.8% |
| 3Y | +36.7% | +116.1% | -79.4% | -3.4% |
| 5Y | +67.0% | +37.5% | +29.5% | +40.2% |
| All | +431.5% | +202.3% | +229.2% | +227.0% |
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