+272.7%
PNC vs BEN
+56.6%
+216.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.6% | -3.1% | +2.6% | +1.2% |
| 30D | -4.4% | +0.2% | -4.6% | -4.6% |
| 3M | +5.2% | +6.8% | -1.6% | +0.8% |
| 6M | +20.6% | +38.1% | -17.5% | -1.3% |
| YTD | +19.8% | +44.3% | -24.6% | -4.8% |
| 1Y | +24.4% | +42.6% | -18.1% | -0.7% |
| 3Y | +131.2% | +52.3% | +78.9% | +72.1% |
| 5Y | +53.1% | +37.6% | +15.5% | +16.7% |
| All | +272.7% | +56.6% | +216.1% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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