+28.6%
P vs PNC
+28.6%
0.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.5% | -2.5% | -2.0% |
| 7D | +11.6% | +3.1% | +8.6% | +11.0% |
| 30D | -23.7% | +7.6% | -31.3% | -24.0% |
| 3M | -8.0% | -8.1% | +0.2% | -7.0% |
| 6M | +27.9% | +12.6% | +15.3% | +28.2% |
| YTD | +61.2% | +15.0% | +46.2% | +77.0% |
| 1Y | +28.6% | +30.4% | -1.8% | +74.3% |
| All | +28.6% | +28.6% | 0.0% | +74.3% |
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