+6.6%
MDLZ vs PNC
+115.6%
-109.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.4% |
| 7D | +2.3% | +3.1% | -0.8% | +2.1% |
| 30D | +7.9% | +7.6% | +0.3% | +7.4% |
| 3M | +7.3% | -8.1% | +15.4% | +7.8% |
| 6M | +11.7% | +12.6% | -0.9% | +10.7% |
| YTD | +28.7% | +15.0% | +13.8% | +26.9% |
| 1Y | +22.8% | +30.4% | -7.6% | +19.4% |
| 3Y | +6.6% | +116.1% | -109.6% | +0.2% |
| All | +6.6% | +115.6% | -109.1% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling