+271.4%
PNC vs EXPD
+308.0%
-36.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.4% |
| 7D | +2.3% | -0.9% | +3.2% | +2.7% |
| 30D | -3.8% | +4.1% | -7.9% | -5.8% |
| 3M | +7.8% | +13.8% | -6.0% | +0.7% |
| 6M | +19.7% | +27.3% | -7.6% | +5.1% |
| YTD | +19.1% | +25.4% | -6.3% | +4.3% |
| 1Y | +23.1% | +54.4% | -31.2% | -4.1% |
| 3Y | +132.1% | +67.9% | +64.3% | +69.3% |
| 5Y | +52.2% | +59.2% | -6.9% | +10.9% |
| 10Y | +271.4% | +308.6% | -37.1% | +56.8% |
| All | +271.4% | +308.0% | -36.6% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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