+127.9%
PNC vs BEN
+53.1%
+74.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.2% |
| 7D | -0.7% | +3.4% | -4.1% | -2.3% |
| 30D | -4.4% | +1.8% | -6.2% | -5.3% |
| 3M | +4.5% | +8.4% | -3.9% | +0.1% |
| 6M | +19.1% | +35.6% | -16.6% | +1.3% |
| YTD | +18.0% | +46.4% | -28.3% | -3.6% |
| 1Y | +24.1% | +46.3% | -22.3% | +1.1% |
| All | +127.9% | +53.1% | +74.8% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling