-24.1%
NU vs PNC
+32.8%
-56.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.5% | +2.2% |
| 7D | +0.2% | +2.3% | -2.1% | -1.2% |
| 30D | -21.0% | +7.0% | -28.0% | -24.4% |
| 3M | -16.3% | -7.3% | -9.0% | -12.3% |
| 6M | -15.3% | +8.9% | -24.2% | -20.3% |
| YTD | -28.4% | +15.5% | -43.9% | -35.4% |
| 1Y | -24.1% | +31.8% | -55.9% | -36.9% |
| All | -24.1% | +32.8% | -56.9% | -36.9% |
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