+272.7%
PNC vs A
+256.4%
+16.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.1% | -0.7% |
| 7D | -0.6% | -2.6% | +2.1% | +0.6% |
| 30D | -4.4% | -0.9% | -3.5% | -4.3% |
| 3M | +5.2% | +13.6% | -8.4% | -1.4% |
| 6M | +20.6% | +27.8% | -7.2% | +5.6% |
| YTD | +19.8% | +8.6% | +11.1% | +12.9% |
| 1Y | +24.4% | +16.9% | +7.6% | +12.3% |
| 3Y | +131.2% | +32.9% | +98.3% | +88.3% |
| 5Y | +53.1% | -14.1% | +67.2% | +53.8% |
| All | +272.7% | +256.4% | +16.3% | +76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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