+942.1%
MDB vs PNC
+136.5%
+805.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.2% | -1.9% |
| 7D | +6.8% | +3.1% | +3.8% | +5.5% |
| 30D | -6.2% | +7.6% | -13.8% | -9.1% |
| 3M | -29.2% | -8.1% | -21.1% | -26.8% |
| 6M | +10.3% | +12.6% | -2.3% | +3.9% |
| YTD | -20.4% | +15.0% | -35.3% | -25.9% |
| 1Y | -4.8% | +30.4% | -35.2% | -16.4% |
| 3Y | -11.6% | +116.1% | -127.7% | -37.9% |
| 5Y | -41.0% | +37.5% | -78.5% | -50.9% |
| All | +942.1% | +136.5% | +805.6% | +575.8% |
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