+199.0%
PNC vs ACWI
+224.5%
-25.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | +3.1% | +2.4% | +0.6% | +0.2% |
| 30D | +7.6% | -1.7% | +9.3% | +9.6% |
| 3M | -8.1% | -3.9% | -4.2% | -4.1% |
| 6M | +12.6% | +0.8% | +11.8% | +10.6% |
| YTD | +15.0% | +11.0% | +3.9% | +0.2% |
| 1Y | +30.4% | +13.1% | +17.3% | +11.2% |
| 3Y | +116.1% | +73.9% | +42.3% | +8.8% |
| 5Y | +37.5% | +59.0% | -21.6% | -22.4% |
| All | +199.0% | +224.5% | -25.5% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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