+625.8%
NTAP vs PNC
+279.5%
+346.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.5% | +8.0% | +8.3% |
| 7D | +7.4% | -0.6% | +7.9% | +7.7% |
| 30D | -1.4% | -4.4% | +3.0% | +0.9% |
| 3M | +24.6% | +5.2% | +19.3% | +21.3% |
| 6M | +105.9% | +20.6% | +85.3% | +86.1% |
| YTD | +88.5% | +19.8% | +68.8% | +70.5% |
| 1Y | +62.1% | +24.4% | +37.7% | +43.4% |
| 3Y | +169.1% | +131.2% | +37.8% | +68.7% |
| 5Y | +141.9% | +53.1% | +88.8% | +84.3% |
| All | +625.8% | +279.5% | +346.3% | +217.4% |
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