+199.0%
PNC vs CDW
+312.7%
-113.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | +3.1% | +9.3% | -6.3% | -0.9% |
| 30D | +7.6% | +14.4% | -6.7% | +0.8% |
| 3M | -8.1% | +21.4% | -29.6% | -17.1% |
| 6M | +12.6% | +72.8% | -60.2% | -16.4% |
| YTD | +15.0% | +28.0% | -13.1% | -3.9% |
| 1Y | +30.4% | +19.3% | +11.1% | +13.0% |
| 3Y | +116.1% | -15.3% | +131.5% | +116.0% |
| 5Y | +37.5% | -3.8% | +41.3% | +23.8% |
| All | +199.0% | +312.7% | -113.7% | +42.8% |
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