+81.8%
MDLZ vs PNC
+277.5%
-195.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.1% |
| 7D | +1.7% | -0.9% | +2.6% | +1.9% |
| 30D | +1.1% | -4.4% | +5.5% | +2.1% |
| 3M | -1.8% | +5.3% | -7.1% | -3.1% |
| 6M | +12.3% | +19.6% | -7.3% | +7.4% |
| YTD | +18.0% | +19.1% | -1.1% | +12.6% |
| 1Y | +3.8% | +24.3% | -20.5% | -2.1% |
| 3Y | -2.4% | +132.2% | -134.6% | -23.3% |
| 5Y | +18.4% | +52.3% | -33.9% | +2.7% |
| All | +81.8% | +277.5% | -195.8% | +28.3% |
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 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