+239.7%
PAAS vs PNC
+268.7%
-29.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.9% |
| 7D | +2.6% | -0.7% | +3.4% | +2.7% |
| 30D | +2.5% | -4.4% | +6.9% | +3.1% |
| 3M | +15.1% | +4.5% | +10.6% | +14.2% |
| 6M | -12.1% | +19.1% | -31.1% | -14.4% |
| YTD | +3.1% | +18.0% | -15.0% | +0.3% |
| 1Y | +50.8% | +24.1% | +26.8% | +45.7% |
| 3Y | +259.5% | +130.0% | +129.5% | +216.6% |
| 5Y | +126.3% | +50.4% | +75.9% | +107.0% |
| 10Y | +239.7% | +271.3% | -31.5% | +198.3% |
| All | +239.7% | +268.7% | -29.0% | +198.3% |
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 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