-9.1%
NVTS vs PNC
+41.0%
-50.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.5% | +3.8% | +3.8% |
| 7D | -1.4% | -0.6% | -0.9% | -1.0% |
| 30D | -16.5% | -4.4% | -12.1% | -12.9% |
| 3M | -47.6% | +5.2% | -52.9% | -50.5% |
| 6M | +7.3% | +20.6% | -13.3% | -11.4% |
| YTD | +62.9% | +19.8% | +43.1% | +35.7% |
| 1Y | +91.3% | +24.4% | +66.9% | +52.7% |
| 3Y | +43.4% | +131.2% | -87.8% | -36.5% |
| All | -9.1% | +41.0% | -50.1% | -39.1% |
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