+1,049.8%
MDB vs PNC
+147.8%
+902.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.2% |
| 7D | -17.4% | +1.4% | -18.8% | -18.0% |
| 30D | -2.0% | -3.8% | +1.8% | -0.5% |
| 3M | -3.0% | +9.0% | -12.0% | -7.0% |
| 6M | +48.7% | +16.6% | +32.0% | +37.7% |
| YTD | -12.1% | +20.4% | -32.6% | -19.8% |
| 1Y | +14.5% | +22.3% | -7.8% | +3.4% |
| 3Y | -6.1% | +124.5% | -130.7% | -35.3% |
| 5Y | -27.3% | +54.1% | -81.4% | -41.9% |
| All | +1,049.8% | +147.8% | +902.0% | +631.3% |
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