+696.9%
P vs PNC
+268.7%
+428.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.6% |
| 7D | +5.0% | -0.7% | +5.7% | +5.4% |
| 30D | -0.9% | -4.4% | +3.5% | +1.5% |
| 3M | +38.7% | +4.5% | +34.2% | +35.4% |
| 6M | +54.4% | +19.1% | +35.3% | +39.9% |
| YTD | +44.8% | +18.0% | +26.8% | +31.8% |
| 1Y | +22.5% | +24.1% | -1.5% | +7.7% |
| 3Y | +148.2% | +130.0% | +18.2% | +52.7% |
| 5Y | +268.9% | +50.4% | +218.5% | +180.3% |
| 10Y | +696.9% | +271.3% | +425.6% | +227.5% |
| All | +696.9% | +268.7% | +428.1% | +227.5% |
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