+750.3%
NVT vs PNC
+123.2%
+627.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.5% | +4.1% | +4.3% |
| 7D | +4.1% | -0.6% | +4.6% | +4.4% |
| 30D | -5.1% | -4.4% | -0.7% | -2.1% |
| 3M | -1.2% | +5.2% | -6.4% | -5.1% |
| 6M | +46.6% | +20.6% | +25.9% | +27.4% |
| YTD | +60.0% | +19.8% | +40.2% | +39.4% |
| 1Y | +70.8% | +24.4% | +46.4% | +44.2% |
| 3Y | +187.5% | +131.2% | +56.3% | +52.8% |
| 5Y | +426.1% | +53.1% | +373.0% | +265.4% |
| All | +750.3% | +123.2% | +627.1% | +288.4% |
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