+10.4%
MMM vs PNC
+23.0%
-12.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | 0.0% | +0.1% |
| 7D | -3.3% | +1.4% | -4.7% | -3.8% |
| 30D | -7.0% | -3.8% | -3.2% | -5.8% |
| 3M | +10.8% | +9.0% | +1.8% | +7.7% |
| 6M | +5.8% | +16.6% | -10.9% | +0.3% |
| YTD | +6.8% | +20.4% | -13.7% | 0.0% |
| 1Y | +10.4% | +22.3% | -12.0% | +2.2% |
| All | +10.4% | +23.0% | -12.6% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling