+40.6%
NVDL vs PNC
+23.0%
+17.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | +11.7% | +1.4% | +10.3% | +11.4% |
| 30D | +7.8% | -3.8% | +11.7% | +8.3% |
| 3M | +3.3% | +9.0% | -5.7% | +2.1% |
| 6M | +38.9% | +16.6% | +22.2% | +32.2% |
| YTD | +28.5% | +20.4% | +8.0% | +22.8% |
| 1Y | +40.6% | +22.3% | +18.3% | +32.9% |
| All | +40.6% | +23.0% | +17.6% | +32.9% |
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