+4,524.1%
MU vs PNC
+200.7%
+4,323.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.3% |
| 7D | +21.6% | +1.9% | +19.8% | +20.3% |
| 30D | -16.2% | +6.2% | -22.5% | -19.2% |
| 3M | -12.4% | -8.7% | -3.6% | -7.6% |
| 6M | +4.2% | +9.2% | -5.0% | -2.9% |
| YTD | +180.0% | +14.3% | +165.6% | +152.2% |
| 1Y | +226.4% | +27.7% | +198.7% | +173.8% |
| 3Y | +969.7% | +113.5% | +856.2% | +541.9% |
| 5Y | +957.9% | +36.7% | +921.2% | +730.2% |
| All | +4,524.1% | +200.7% | +4,323.4% | +2,080.8% |
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