+11,385.0%
LIN vs PNC
+2,616.6%
+8,768.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | +0.2% | -1.1% | +1.3% | +0.5% |
| 30D | +6.5% | +4.5% | +2.0% | +4.9% |
| 3M | +5.5% | -10.0% | +15.5% | +8.9% |
| 6M | +3.3% | +3.1% | +0.3% | +2.0% |
| YTD | +22.0% | +11.5% | +10.5% | +16.9% |
| 1Y | +25.7% | +27.3% | -1.5% | +15.3% |
| 3Y | +36.2% | +106.4% | -70.1% | +5.1% |
| 5Y | +66.1% | +31.1% | +34.9% | +46.0% |
| 10Y | +431.0% | +231.3% | +199.7% | +235.4% |
| All | +11,385.0% | +2,616.6% | +8,768.4% | +3,040.3% |
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