+137.1%
PNC vs ACWI
+78.9%
+58.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.4% | +0.5% | +0.9% | +1.0% |
| 30D | -3.8% | +0.9% | -4.7% | -4.6% |
| 3M | +9.0% | +2.4% | +6.6% | +6.4% |
| 6M | +16.6% | +12.4% | +4.3% | +4.0% |
| YTD | +20.4% | +15.2% | +5.3% | +4.7% |
| 1Y | +22.3% | +22.7% | -0.4% | -0.5% |
| All | +137.1% | +78.9% | +58.1% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling