+871.5%
MU vs PNC
+113.6%
+757.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -15.2% | +0.8% | -16.0% | -15.3% |
| 30D | -29.5% | +6.5% | -36.0% | -31.6% |
| 3M | -15.8% | -7.3% | -8.5% | -12.5% |
| 6M | -2.9% | +8.5% | -11.4% | -8.7% |
| YTD | +154.2% | +14.5% | +139.8% | +128.5% |
| 1Y | +186.6% | +29.1% | +157.5% | +137.6% |
| 3Y | +871.5% | +113.7% | +757.7% | +538.9% |
| All | +871.5% | +113.6% | +757.9% | +538.9% |
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