+575.6%
NUE vs PNC
+279.5%
+296.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.0% | +1.2% |
| 7D | -0.6% | -0.6% | -0.1% | -0.3% |
| 30D | -4.6% | -4.4% | -0.2% | -1.6% |
| 3M | -0.3% | +5.2% | -5.6% | -3.7% |
| 6M | +51.9% | +20.6% | +31.2% | +33.8% |
| YTD | +60.0% | +19.8% | +40.2% | +41.0% |
| 1Y | +82.9% | +24.4% | +58.5% | +56.6% |
| 3Y | +66.0% | +131.2% | -65.3% | -7.4% |
| 5Y | +149.0% | +53.1% | +95.8% | +79.1% |
| All | +575.6% | +279.5% | +296.1% | +133.3% |
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