+790.9%
NOW vs PNC
+268.7%
+522.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.0% |
| 7D | -4.1% | -0.7% | -3.4% | -3.8% |
| 30D | +2.9% | -4.4% | +7.3% | +4.4% |
| 3M | +22.6% | +4.5% | +18.1% | +20.3% |
| 6M | +7.5% | +19.1% | -11.5% | +0.1% |
| YTD | -14.4% | +18.0% | -32.4% | -20.6% |
| 1Y | -29.8% | +24.1% | -53.8% | -36.2% |
| 3Y | +9.2% | +130.0% | -120.8% | -22.3% |
| 5Y | +0.8% | +50.4% | -49.6% | -17.0% |
| 10Y | +790.9% | +271.3% | +519.6% | +369.5% |
| All | +790.9% | +268.7% | +522.2% | +369.5% |
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 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