+217.8%
PNC vs EXPD
+334.2%
-116.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +1.3% |
| 7D | -0.2% | -5.5% | +5.3% | +2.5% |
| 30D | +6.5% | -1.9% | +8.4% | +7.3% |
| 3M | -7.6% | +6.1% | -13.7% | -10.6% |
| 6M | +8.5% | +21.6% | -13.1% | -2.3% |
| YTD | +14.5% | +27.9% | -13.4% | -1.0% |
| 1Y | +29.7% | +39.4% | -9.7% | +7.0% |
| 3Y | +115.7% | +72.7% | +43.0% | +54.4% |
| 5Y | +34.6% | +60.3% | -25.7% | -2.1% |
| 10Y | +217.8% | +332.6% | -114.7% | +17.8% |
| All | +217.8% | +334.2% | -116.3% | +17.8% |
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