+97.9%
MMM vs PNC
+127.7%
-29.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -0.9% | -1.4% |
| 7D | -2.6% | -0.7% | -1.8% | -2.2% |
| 30D | -9.3% | -4.4% | -4.9% | -7.3% |
| 3M | +5.6% | +4.5% | +1.1% | +3.2% |
| 6M | +9.5% | +19.1% | -9.6% | +0.2% |
| YTD | +4.1% | +18.0% | -13.9% | -4.9% |
| 1Y | +9.4% | +24.1% | -14.7% | -2.9% |
| All | +97.9% | +127.7% | -29.9% | +31.9% |
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