+2.6%
NOW vs PNC
+52.4%
-49.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.1% | -3.9% | -4.5% |
| 7D | -6.1% | +2.3% | -8.4% | -7.0% |
| 30D | +7.5% | -3.8% | +11.3% | +9.1% |
| 3M | +17.5% | +7.8% | +9.7% | +13.3% |
| 6M | +7.9% | +19.7% | -11.8% | -1.4% |
| YTD | -12.4% | +19.1% | -31.5% | -20.5% |
| 1Y | -28.6% | +23.1% | -51.7% | -36.4% |
| 3Y | +11.8% | +132.1% | -120.3% | -30.0% |
| 5Y | +2.6% | +52.2% | -49.6% | -19.1% |
| All | +2.6% | +52.4% | -49.7% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling