+486.8%
PNC vs AVAV
+478.6%
+8.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.4% |
| 7D | +1.4% | -2.2% | +3.6% | +1.7% |
| 30D | -3.8% | -13.9% | +10.1% | -1.8% |
| 3M | +9.0% | -29.2% | +38.2% | +13.4% |
| 6M | +16.6% | -36.1% | +52.8% | +22.2% |
| YTD | +20.4% | -40.2% | +60.6% | +25.4% |
| 1Y | +22.3% | -36.2% | +58.5% | +24.6% |
| 3Y | +124.5% | +47.5% | +77.0% | +85.9% |
| 5Y | +54.1% | +39.3% | +14.8% | +23.5% |
| 10Y | +276.3% | +482.6% | -206.3% | +115.1% |
| All | +486.8% | +478.6% | +8.2% | +197.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 all: compounded portfolio wealth divided by compounded AVAV 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…
all analysis · Full analysis span regression · 6 months rolling