+122.9%
PNC vs DBX
+22.6%
+100.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -0.9% | +0.2% |
| 7D | -0.6% | +2.1% | -2.6% | -1.0% |
| 30D | -4.4% | +5.7% | -10.1% | -5.7% |
| 3M | +5.2% | +31.8% | -26.6% | -1.6% |
| 6M | +20.6% | +37.5% | -16.8% | +10.7% |
| YTD | +19.8% | +27.9% | -8.2% | +11.7% |
| 1Y | +24.4% | +15.0% | +9.4% | +18.6% |
| 3Y | +131.2% | +27.2% | +104.1% | +109.6% |
| 5Y | +53.1% | +12.8% | +40.3% | +39.1% |
| All | +122.9% | +22.6% | +100.3% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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