+1,747.8%
PLD vs PNC
+1,018.8%
+729.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.4% | +1.4% | -3.8% | -3.2% |
| 30D | -2.4% | -3.8% | +1.4% | -0.5% |
| 3M | -3.8% | +9.0% | -12.8% | -8.4% |
| 6M | 0.0% | +16.6% | -16.6% | -8.3% |
| YTD | +9.2% | +20.4% | -11.2% | -1.9% |
| 1Y | +25.9% | +22.3% | +3.6% | +11.7% |
| 3Y | +21.3% | +124.5% | -103.2% | -23.6% |
| 5Y | +14.1% | +54.1% | -39.9% | -14.8% |
| 10Y | +237.9% | +276.3% | -38.4% | +35.3% |
| All | +1,747.8% | +1,018.8% | +729.0% | +351.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling