+39.2%
PLD vs PNC
+112.9%
-73.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.6% | +0.2% | +1.5% |
| 7D | +0.7% | -0.2% | +0.8% | +0.8% |
| 30D | +0.8% | +6.5% | -5.7% | -2.4% |
| 3M | -6.1% | -7.6% | +1.5% | -2.5% |
| 6M | -8.0% | +8.5% | -16.5% | -12.3% |
| YTD | +4.7% | +14.5% | -9.8% | -3.5% |
| 1Y | +7.2% | +29.7% | -22.5% | -7.9% |
| 3Y | +39.2% | +115.7% | -76.4% | -21.9% |
| All | +39.2% | +112.9% | -73.7% | -21.9% |
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