+1,381.0%
NET vs PNC
+118.2%
+1,262.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.3% | -3.2% |
| 7D | -16.4% | +2.3% | -18.6% | -17.1% |
| 30D | -25.8% | +7.0% | -32.8% | -27.7% |
| 3M | -11.5% | -7.3% | -4.2% | -9.2% |
| 6M | +18.9% | +8.9% | +10.0% | +14.7% |
| YTD | +35.2% | +15.5% | +19.7% | +27.1% |
| 1Y | +14.5% | +31.8% | -17.3% | +2.4% |
| 3Y | +313.8% | +110.9% | +203.0% | +212.6% |
| 5Y | +32.6% | +35.4% | -2.9% | +10.1% |
| All | +1,381.0% | +118.2% | +1,262.8% | +1,062.3% |
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