+2,771.1%
NOW vs PNC
+518.8%
+2,252.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -2.4% | +1.4% | -3.8% | -3.0% |
| 30D | +20.5% | -3.8% | +24.3% | +22.3% |
| 3M | +18.3% | +9.0% | +9.3% | +13.5% |
| 6M | +24.1% | +16.6% | +7.4% | +14.9% |
| YTD | -7.8% | +20.4% | -28.2% | -16.3% |
| 1Y | -21.4% | +22.3% | -43.7% | -29.3% |
| 3Y | +19.5% | +124.5% | -105.0% | -19.8% |
| 5Y | +4.1% | +54.1% | -50.0% | -18.2% |
| 10Y | +826.4% | +276.3% | +550.2% | +269.6% |
| All | +2,771.1% | +518.8% | +2,252.3% | +780.5% |
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