+24.4%
PLD vs PNC
+133.3%
-108.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.4% |
| 7D | -0.9% | +2.3% | -3.1% | -2.0% |
| 30D | -1.2% | -3.8% | +2.6% | +0.7% |
| 3M | -2.3% | +7.8% | -10.1% | -6.4% |
| 6M | +4.5% | +19.7% | -15.2% | -5.3% |
| YTD | +10.1% | +19.1% | -9.0% | -0.4% |
| 1Y | +25.9% | +23.1% | +2.8% | +11.5% |
| 3Y | +24.4% | +132.1% | -107.7% | -27.2% |
| All | +24.4% | +133.3% | -108.9% | -27.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling