+249.9%
PLD vs PNC
+268.7%
-18.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.7% |
| 7D | -0.7% | -0.7% | 0.0% | -0.4% |
| 30D | -2.2% | -4.4% | +2.2% | -0.5% |
| 3M | -7.4% | +4.5% | -11.9% | -9.2% |
| 6M | +1.9% | +19.1% | -17.1% | -5.4% |
| YTD | +7.9% | +18.0% | -10.1% | +0.3% |
| 1Y | +25.1% | +24.1% | +1.0% | +13.6% |
| 3Y | +21.9% | +130.0% | -108.1% | -14.2% |
| 5Y | +16.3% | +50.4% | -34.1% | -5.6% |
| 10Y | +249.9% | +271.3% | -21.4% | +128.1% |
| All | +249.9% | +268.7% | -18.9% | +128.1% |
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