+1,988.6%
NOW vs PNC
+489.9%
+1,498.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.9% | +3.0% |
| 7D | -5.6% | -0.6% | -4.9% | -5.3% |
| 30D | -26.8% | +5.8% | -32.6% | -28.7% |
| 3M | -19.4% | -7.9% | -11.5% | -17.0% |
| 6M | +12.3% | +10.0% | +2.3% | +6.8% |
| YTD | -32.9% | +14.8% | -47.7% | -38.1% |
| 1Y | -40.3% | +29.7% | -70.0% | -47.9% |
| 3Y | -19.1% | +114.4% | -133.4% | -44.6% |
| 5Y | -24.4% | +36.0% | -60.3% | -37.4% |
| 10Y | +521.8% | +204.7% | +317.1% | +188.6% |
| All | +1,988.6% | +489.9% | +1,498.7% | +551.7% |
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