+274.7%
PNC vs ALLY
+181.1%
+93.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | +0.7% |
| 7D | +2.3% | +1.0% | +1.3% | +1.7% |
| 30D | -3.8% | -3.3% | -0.5% | -2.1% |
| 3M | +7.8% | +0.5% | +7.3% | +7.1% |
| 6M | +19.7% | +12.6% | +7.1% | +11.5% |
| YTD | +19.1% | -4.7% | +23.8% | +21.1% |
| 1Y | +23.1% | +5.2% | +17.9% | +18.2% |
| 3Y | +132.1% | +66.5% | +65.6% | +67.3% |
| 5Y | +52.2% | +0.2% | +52.0% | +37.1% |
| All | +274.7% | +181.1% | +93.7% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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