+4,025.0%
PNC vs EXPD
+30,859.1%
-26,834.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | +1.4% | -1.1% | +2.5% | +1.7% |
| 30D | -3.8% | +4.1% | -7.9% | -5.0% |
| 3M | +9.0% | +17.9% | -8.9% | +3.6% |
| 6M | +16.6% | +29.2% | -12.6% | +7.5% |
| YTD | +20.4% | +27.4% | -6.9% | +11.0% |
| 1Y | +22.3% | +56.8% | -34.5% | +5.5% |
| 3Y | +124.5% | +68.0% | +56.5% | +88.6% |
| 5Y | +54.1% | +61.9% | -7.8% | +29.4% |
| 10Y | +276.3% | +316.0% | -39.7% | +141.8% |
| All | +4,025.0% | +30,859.1% | -26,834.1% | +1,484.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling