+272.7%
PNC vs CG
+314.7%
-42.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.3% |
| 7D | -0.6% | -9.9% | +9.3% | +4.0% |
| 30D | -4.4% | -11.7% | +7.3% | +0.6% |
| 3M | +5.2% | -4.3% | +9.5% | +6.2% |
| 6M | +20.6% | -8.8% | +29.4% | +23.8% |
| YTD | +19.8% | -26.9% | +46.6% | +34.7% |
| 1Y | +24.4% | -35.4% | +59.9% | +47.4% |
| 3Y | +131.2% | +43.0% | +88.2% | +80.6% |
| 5Y | +53.1% | +1.9% | +51.2% | +32.3% |
| All | +272.7% | +314.7% | -42.0% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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