+272.7%
PNC vs BB
+1.6%
+271.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.3% |
| 7D | -0.6% | -0.4% | -0.2% | -0.5% |
| 30D | -4.4% | -12.5% | +8.2% | -2.9% |
| 3M | +5.2% | -17.4% | +22.7% | +6.9% |
| 6M | +20.6% | +119.1% | -98.5% | +6.4% |
| YTD | +19.8% | +102.4% | -82.6% | +6.7% |
| 1Y | +24.4% | +98.2% | -73.8% | +10.5% |
| 3Y | +131.2% | +46.9% | +84.3% | +105.6% |
| 5Y | +53.1% | -26.4% | +79.5% | +44.0% |
| All | +272.7% | +1.6% | +271.1% | +159.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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