+14.5%
PLD vs PNC
+54.1%
-39.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.4% | +1.4% | -3.8% | -3.0% |
| 30D | -2.4% | -3.8% | +1.4% | -0.7% |
| 3M | -3.8% | +9.0% | -12.8% | -7.8% |
| 6M | 0.0% | +16.6% | -16.6% | -7.2% |
| YTD | +9.2% | +20.4% | -11.2% | -0.5% |
| 1Y | +25.9% | +22.3% | +3.6% | +13.6% |
| 3Y | +21.3% | +124.5% | -103.2% | -18.2% |
| All | +14.5% | +54.1% | -39.6% | -12.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling