+52.3%
PNC vs BEN
+36.2%
+16.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.6% |
| 7D | -0.9% | +0.3% | -1.2% | -1.1% |
| 30D | -4.4% | +0.9% | -5.3% | -5.0% |
| 3M | +5.3% | +9.2% | -3.9% | +0.2% |
| 6M | +19.6% | +36.8% | -17.2% | +0.4% |
| YTD | +19.1% | +44.4% | -25.2% | -3.0% |
| 1Y | +24.3% | +45.8% | -21.5% | +0.3% |
| 3Y | +132.2% | +52.5% | +79.7% | +78.1% |
| 5Y | +52.3% | +37.7% | +14.6% | +19.8% |
| All | +52.3% | +36.2% | +16.1% | +19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling