+30.4%
PNC vs GEN
+14.8%
+15.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.8% | +0.4% |
| 7D | +3.1% | +2.0% | +1.0% | +2.9% |
| 30D | +7.6% | +27.7% | -20.1% | +5.9% |
| 3M | -8.1% | +3.3% | -11.4% | -8.4% |
| 6M | +12.6% | +31.8% | -19.2% | +10.7% |
| YTD | +15.0% | +13.5% | +1.4% | +20.3% |
| 1Y | +30.4% | +16.0% | +14.4% | +34.2% |
| All | +30.4% | +14.8% | +15.6% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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