+833.5%
PNC vs BRKR
+172.5%
+661.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -0.6% | -8.7% | +8.1% | +1.0% |
| 30D | -4.4% | -9.9% | +5.5% | -2.8% |
| 3M | +5.2% | -3.1% | +8.3% | +4.5% |
| 6M | +20.6% | +45.5% | -24.9% | +10.5% |
| YTD | +19.8% | +13.7% | +6.1% | +14.2% |
| 1Y | +24.4% | +67.4% | -43.0% | +10.1% |
| 3Y | +131.2% | -13.2% | +144.5% | +123.4% |
| 5Y | +53.1% | -39.5% | +92.6% | +55.3% |
| 10Y | +276.8% | +153.5% | +123.3% | +197.0% |
| All | +833.5% | +172.5% | +661.0% | +453.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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