+199.0%
PNC vs DAR
+311.7%
-112.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.2% |
| 7D | +3.1% | +11.6% | -8.5% | -0.8% |
| 30D | +7.6% | -10.2% | +17.9% | +11.3% |
| 3M | -8.1% | -14.8% | +6.7% | -3.7% |
| 6M | +12.6% | -10.1% | +22.7% | +15.0% |
| YTD | +15.0% | +55.5% | -40.6% | -4.3% |
| 1Y | +30.4% | +61.7% | -31.3% | +6.7% |
| 3Y | +116.1% | +37.2% | +79.0% | +76.8% |
| 5Y | +37.5% | -26.9% | +64.4% | +38.7% |
| All | +199.0% | +311.7% | -112.7% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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