+41.5%
NU vs PNC
+45.2%
-3.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -3.0% |
| 7D | -4.9% | -0.6% | -4.3% | -4.6% |
| 30D | +7.8% | -4.4% | +12.2% | +10.9% |
| 3M | +20.9% | +5.2% | +15.7% | +17.0% |
| 6M | +0.9% | +20.6% | -19.7% | -10.2% |
| YTD | -12.7% | +19.8% | -32.4% | -22.1% |
| 1Y | -6.4% | +24.4% | -30.8% | -18.7% |
| 3Y | +98.1% | +131.2% | -33.1% | +12.3% |
| All | +41.5% | +45.2% | -3.6% | +11.5% |
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 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