+291.1%
P vs PNC
+52.4%
+238.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.1% |
| 7D | +7.8% | +2.3% | +5.6% | +6.7% |
| 30D | +12.3% | -3.8% | +16.1% | +14.4% |
| 3M | +37.1% | +7.8% | +29.3% | +32.3% |
| 6M | +66.1% | +19.7% | +46.4% | +51.8% |
| YTD | +50.9% | +19.1% | +31.8% | +38.3% |
| 1Y | +27.2% | +23.1% | +4.1% | +14.0% |
| 3Y | +158.7% | +132.1% | +26.5% | +66.6% |
| 5Y | +291.1% | +52.2% | +238.9% | +207.9% |
| All | +291.1% | +52.4% | +238.7% | +207.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling