+272.7%
PNC vs CDW
+300.6%
-27.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.8% | -7.3% | -3.0% |
| 7D | -0.6% | +0.9% | -1.5% | -1.2% |
| 30D | -4.4% | +13.1% | -17.5% | -10.2% |
| 3M | +5.2% | +19.7% | -14.4% | -4.9% |
| 6M | +20.6% | +30.7% | -10.1% | +0.7% |
| YTD | +19.8% | +14.7% | +5.1% | +6.2% |
| 1Y | +24.4% | -5.3% | +29.7% | +21.1% |
| 3Y | +131.2% | -23.8% | +155.1% | +144.3% |
| 5Y | +53.1% | -16.8% | +69.9% | +49.0% |
| All | +272.7% | +300.6% | -27.9% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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