+196.2%
PAAS vs PNC
+202.3%
-6.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -8.9% | +3.1% | -12.0% | -9.3% |
| 30D | -11.4% | +7.6% | -19.1% | -12.4% |
| 3M | -20.4% | -8.1% | -12.3% | -19.5% |
| 6M | -40.7% | +12.6% | -53.3% | -41.8% |
| YTD | -26.9% | +15.0% | -41.9% | -28.6% |
| 1Y | -3.1% | +30.4% | -33.5% | -7.0% |
| 3Y | +199.3% | +116.1% | +83.1% | +165.6% |
| 5Y | +48.3% | +37.5% | +10.8% | +36.8% |
| All | +196.2% | +202.3% | -6.1% | +234.8% |
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