+3,979.8%
PNC vs BEN
+4,901.8%
-922.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | +2.3% | +4.7% | -2.4% | -0.2% |
| 30D | -3.8% | +2.6% | -6.4% | -5.2% |
| 3M | +7.8% | +11.5% | -3.7% | +1.4% |
| 6M | +19.7% | +35.3% | -15.6% | +1.0% |
| YTD | +19.1% | +48.6% | -29.5% | -4.5% |
| 1Y | +23.1% | +46.7% | -23.6% | -0.9% |
| 3Y | +132.1% | +57.0% | +75.1% | +76.0% |
| 5Y | +52.2% | +41.8% | +10.4% | +18.5% |
| 10Y | +271.4% | +55.2% | +216.2% | +162.8% |
| All | +3,979.8% | +4,901.8% | -922.0% | +850.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling