+4,407.5%
MU vs PNC
+202.3%
+4,205.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.1% | -2.9% |
| 7D | +12.8% | +3.1% | +9.7% | +10.8% |
| 30D | -14.9% | +7.6% | -22.5% | -18.5% |
| 3M | -18.0% | -8.1% | -9.9% | -14.0% |
| 6M | -3.1% | +12.6% | -15.7% | -11.3% |
| YTD | +172.9% | +15.0% | +157.9% | +145.0% |
| 1Y | +228.8% | +30.4% | +198.4% | +172.1% |
| 3Y | +950.8% | +116.1% | +834.7% | +525.7% |
| 5Y | +931.3% | +37.5% | +893.8% | +706.5% |
| All | +4,407.5% | +202.3% | +4,205.2% | +2,018.6% |
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