+170.9%
PNC vs EQX
+232.0%
-61.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.5% |
| 7D | -0.6% | -3.2% | +2.6% | -0.4% |
| 30D | -4.4% | +7.8% | -12.2% | -4.7% |
| 3M | +5.2% | +21.3% | -16.1% | +4.3% |
| 6M | +20.6% | -22.4% | +43.1% | +21.3% |
| YTD | +19.8% | -11.3% | +31.1% | +19.6% |
| 1Y | +24.4% | +13.5% | +10.9% | +22.8% |
| 3Y | +131.2% | +162.1% | -30.9% | +117.3% |
| 5Y | +53.1% | +84.2% | -31.1% | +41.1% |
| All | +170.9% | +232.0% | -61.1% | +183.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 all: compounded portfolio wealth divided by compounded EQX 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…
all analysis · Full analysis span regression · 6 months rolling