+1,449.6%
NET vs PNC
+127.5%
+1,322.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.1% | -2.0% |
| 7D | -7.0% | +1.4% | -8.4% | -7.5% |
| 30D | -4.8% | -3.8% | -1.0% | -3.4% |
| 3M | +3.8% | +9.0% | -5.2% | +0.3% |
| 6M | +50.0% | +16.6% | +33.4% | +41.2% |
| YTD | +41.5% | +20.4% | +21.0% | +31.3% |
| 1Y | +32.8% | +22.3% | +10.5% | +22.4% |
| 3Y | +335.9% | +124.5% | +211.3% | +223.0% |
| 5Y | +113.8% | +54.1% | +59.8% | +74.4% |
| All | +1,449.6% | +127.5% | +1,322.1% | +1,100.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling