+51.2%
MMM vs PNC
+277.5%
-226.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.4% |
| 7D | -3.2% | -0.9% | -2.3% | -2.9% |
| 30D | -10.7% | -4.4% | -6.3% | -8.9% |
| 3M | +4.3% | +5.3% | -1.0% | +1.8% |
| 6M | +5.9% | +19.6% | -13.7% | -2.4% |
| YTD | +3.2% | +19.1% | -16.0% | -5.1% |
| 1Y | +8.0% | +24.3% | -16.3% | -2.8% |
| 3Y | +99.1% | +132.2% | -33.1% | +35.0% |
| 5Y | +25.7% | +52.3% | -26.6% | +0.1% |
| All | +51.2% | +277.5% | -226.4% | -13.4% |
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