+1,051.4%
PNC vs BB
+258.8%
+792.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.4% | -5.6% | +7.0% | +2.1% |
| 30D | -3.8% | -11.8% | +8.0% | -2.6% |
| 3M | +9.0% | -25.5% | +34.5% | +11.8% |
| 6M | +16.6% | +121.3% | -104.6% | +4.7% |
| YTD | +20.4% | +103.2% | -82.7% | +9.1% |
| 1Y | +22.3% | +102.6% | -80.3% | +10.4% |
| 3Y | +124.5% | +37.5% | +87.0% | +104.4% |
| 5Y | +54.1% | -30.4% | +84.5% | +47.7% |
| 10Y | +276.3% | 0.0% | +276.3% | +209.2% |
| All | +1,051.4% | +258.8% | +792.5% | +713.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling