+45.4%
NU vs PNC
+44.4%
+1.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.8% | -0.5% |
| 7D | -4.2% | -0.9% | -3.3% | -3.7% |
| 30D | +10.0% | -4.4% | +14.5% | +13.2% |
| 3M | +29.3% | +5.3% | +24.0% | +25.1% |
| 6M | +0.9% | +19.6% | -18.6% | -9.7% |
| YTD | -10.3% | +19.1% | -29.4% | -19.7% |
| 1Y | -3.2% | +24.3% | -27.5% | -15.8% |
| 3Y | +120.6% | +132.2% | -11.6% | +24.7% |
| All | +45.4% | +44.4% | +1.0% | +14.9% |
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 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