+369.0%
LIN vs PNC
+268.7%
+100.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | 0.0% |
| 7D | -4.0% | -0.7% | -3.2% | -3.7% |
| 30D | -4.9% | -4.4% | -0.5% | -3.3% |
| 3M | -9.2% | +4.5% | -13.7% | -10.8% |
| 6M | -2.6% | +19.1% | -21.6% | -9.3% |
| YTD | +10.5% | +18.0% | -7.5% | +2.7% |
| 1Y | -0.1% | +24.1% | -24.1% | -9.1% |
| 3Y | +25.4% | +130.0% | -104.6% | -13.7% |
| 5Y | +59.7% | +50.4% | +9.3% | +29.1% |
| 10Y | +369.0% | +271.3% | +97.7% | +155.9% |
| All | +369.0% | +268.7% | +100.2% | +155.9% |
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