+712.5%
NVT vs PNC
+122.0%
+590.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.8% |
| 7D | +2.0% | -0.9% | +2.9% | +2.6% |
| 30D | -7.2% | -4.4% | -2.7% | -4.2% |
| 3M | -0.9% | +5.3% | -6.2% | -4.8% |
| 6M | +42.6% | +19.6% | +23.0% | +24.7% |
| YTD | +52.9% | +19.1% | +33.7% | +33.7% |
| 1Y | +64.5% | +24.3% | +40.2% | +38.9% |
| 3Y | +178.0% | +132.2% | +45.8% | +47.2% |
| 5Y | +402.8% | +52.3% | +350.5% | +250.4% |
| All | +712.5% | +122.0% | +590.5% | +272.4% |
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 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