-76.5%
PCG vs PNC
+200.7%
-277.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -2.0% | +1.9% | -3.9% | -2.7% |
| 30D | -2.7% | +6.2% | -8.9% | -5.1% |
| 3M | -25.1% | -8.7% | -16.3% | -22.3% |
| 6M | -22.3% | +9.2% | -31.5% | -25.3% |
| YTD | -18.5% | +14.3% | -32.8% | -23.5% |
| 1Y | -21.8% | +27.7% | -49.5% | -30.1% |
| 3Y | -21.0% | +113.5% | -134.5% | -44.7% |
| 5Y | +8.1% | +36.7% | -28.6% | -9.5% |
| All | -76.5% | +200.7% | -277.2% | -85.2% |
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