+462.9%
META vs PNC
+202.3%
+260.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.7% |
| 7D | +5.2% | +3.1% | +2.1% | +4.0% |
| 30D | -13.0% | +7.6% | -20.6% | -15.5% |
| 3M | +7.9% | -8.1% | +16.1% | +11.3% |
| 6M | +4.2% | +12.6% | -8.4% | -0.7% |
| YTD | -2.5% | +15.0% | -17.5% | -8.2% |
| 1Y | +5.6% | +30.4% | -24.8% | -5.4% |
| 3Y | +96.8% | +116.1% | -19.3% | +42.6% |
| 5Y | +90.0% | +37.5% | +52.6% | +62.3% |
| All | +462.9% | +202.3% | +260.6% | +268.0% |
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