+244.8%
NEE vs PNC
+279.5%
-34.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.3% |
| 7D | -1.3% | -0.6% | -0.8% | -1.2% |
| 30D | -3.3% | -4.4% | +1.1% | -2.3% |
| 3M | -2.3% | +5.2% | -7.5% | -3.6% |
| 6M | -8.9% | +20.6% | -29.5% | -13.0% |
| YTD | +4.8% | +19.8% | -15.0% | -0.2% |
| 1Y | +18.7% | +24.4% | -5.7% | +11.9% |
| 3Y | +33.2% | +131.2% | -98.0% | +5.5% |
| 5Y | +10.9% | +53.1% | -42.3% | -4.4% |
| All | +244.8% | +279.5% | -34.7% | +165.8% |
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