+30.0%
LIN vs PNC
+125.4%
-95.4%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -2.1% | +1.4% | -3.5% | -2.4% |
| 30D | -2.4% | -3.8% | +1.4% | -1.6% |
| 3M | -5.6% | +9.0% | -14.6% | -7.4% |
| 6M | -3.4% | +16.6% | -20.0% | -6.7% |
| YTD | +13.1% | +20.4% | -7.3% | +7.9% |
| 1Y | +2.5% | +22.3% | -19.9% | -2.8% |
| All | +30.0% | +125.4% | -95.4% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling