+26.2%
MAR vs PNC
+23.0%
+3.2%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | 0.0% |
| 7D | -4.2% | +1.4% | -5.5% | -4.8% |
| 30D | -6.7% | -3.8% | -2.8% | -5.0% |
| 3M | -12.5% | +9.0% | -21.5% | -16.5% |
| 6M | +0.6% | +16.6% | -16.1% | -7.6% |
| YTD | +9.1% | +20.4% | -11.3% | -1.7% |
| 1Y | +26.2% | +22.3% | +3.9% | +8.9% |
| All | +26.2% | +23.0% | +3.2% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling