+272.7%
PNC vs AU
+699.0%
-426.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.5% |
| 7D | -0.6% | -4.3% | +3.7% | -0.6% |
| 30D | -4.4% | +7.3% | -11.7% | -4.3% |
| 3M | +5.2% | +26.3% | -21.1% | +5.4% |
| 6M | +20.6% | +1.8% | +18.9% | +20.7% |
| YTD | +19.8% | +26.8% | -7.0% | +20.0% |
| 1Y | +24.4% | +66.7% | -42.3% | +25.1% |
| 3Y | +131.2% | +579.1% | -447.8% | +136.2% |
| 5Y | +53.1% | +689.3% | -636.2% | +57.5% |
| All | +272.7% | +699.0% | -426.3% | +324.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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