+64.3%
PNC vs BAM
+81.2%
-16.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +3.1% | -2.7% | +5.7% | +4.2% |
| 30D | +7.6% | +15.5% | -7.9% | +1.0% |
| 3M | -8.1% | -6.9% | -1.3% | -5.6% |
| 6M | +12.6% | +9.9% | +2.7% | +7.0% |
| YTD | +15.0% | +1.4% | +13.6% | +12.5% |
| 1Y | +30.4% | +3.3% | +27.1% | +26.4% |
| 3Y | +116.1% | +83.6% | +32.5% | +55.2% |
| All | +64.3% | +81.2% | -16.9% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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