-40.3%
NOW vs PNC
+28.8%
-69.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.2% |
| 7D | -5.6% | -0.6% | -4.9% | -5.8% |
| 30D | -26.8% | +5.8% | -32.6% | -25.6% |
| 3M | -19.4% | -7.9% | -11.5% | -20.6% |
| 6M | +12.3% | +10.0% | +2.3% | +15.2% |
| YTD | -32.9% | +14.8% | -47.7% | -32.8% |
| 1Y | -40.3% | +29.7% | -70.0% | -43.3% |
| All | -40.3% | +28.8% | -69.1% | -43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling