+272.7%
PNC vs AZO
+296.8%
-24.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -0.6% | -3.6% | +3.0% | +0.7% |
| 30D | -4.4% | -5.6% | +1.2% | -2.5% |
| 3M | +5.2% | -6.6% | +11.9% | +7.3% |
| 6M | +20.6% | -22.5% | +43.1% | +31.0% |
| YTD | +19.8% | -15.2% | +34.9% | +25.0% |
| 1Y | +24.4% | -33.9% | +58.4% | +42.2% |
| 3Y | +131.2% | +11.8% | +119.4% | +109.8% |
| 5Y | +53.1% | +85.5% | -32.4% | +9.0% |
| All | +272.7% | +296.8% | -24.1% | +107.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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