+2,049.9%
LLY vs PNC
+206.2%
+1,843.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +1.4% | -0.6% | +2.0% | +1.5% |
| 30D | +21.5% | +5.8% | +15.7% | +20.3% |
| 3M | +18.5% | -7.9% | +26.4% | +20.2% |
| 6M | +49.1% | +10.0% | +39.1% | +46.2% |
| YTD | +34.4% | +14.8% | +19.6% | +30.3% |
| 1Y | +46.3% | +29.7% | +16.6% | +38.6% |
| 3Y | +145.5% | +114.4% | +31.1% | +108.8% |
| 5Y | +472.7% | +36.0% | +436.7% | +429.1% |
| 10Y | +2,049.9% | +204.7% | +1,845.2% | +1,551.9% |
| All | +2,049.9% | +206.2% | +1,843.8% | +1,551.9% |
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