+212.2%
PAAS vs PNC
+206.2%
+6.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.4% |
| 7D | -5.2% | -0.6% | -4.6% | -5.1% |
| 30D | -13.9% | +5.8% | -19.8% | -14.6% |
| 3M | -23.8% | -7.9% | -15.9% | -22.9% |
| 6M | -36.4% | +10.0% | -46.4% | -37.4% |
| YTD | -23.4% | +14.8% | -38.2% | -25.1% |
| 1Y | +5.6% | +29.7% | -24.0% | +1.5% |
| 3Y | +209.7% | +114.4% | +95.3% | +175.1% |
| 5Y | +55.6% | +36.0% | +19.6% | +43.6% |
| 10Y | +212.2% | +204.7% | +7.5% | +256.5% |
| All | +212.2% | +206.2% | +6.1% | +256.5% |
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