+31.8%
PNC vs DLTR
+45.2%
-13.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +9.6% | -7.9% | +0.9% |
| 7D | +2.3% | +15.6% | -13.3% | +0.9% |
| 30D | +7.0% | +29.9% | -22.9% | +4.5% |
| 3M | -7.3% | +12.5% | -19.8% | -8.4% |
| 6M | +8.9% | +56.3% | -47.4% | +3.7% |
| YTD | +15.5% | +19.5% | -4.0% | +13.4% |
| 1Y | +31.8% | +44.0% | -12.2% | +23.3% |
| All | +31.8% | +45.2% | -13.4% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1y: compounded portfolio wealth divided by compounded DLTR 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…
1y analysis · Full analysis span regression · 6 months rolling