+52.3%
PNC vs GEN
+21.4%
+30.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | -0.9% | -4.4% | +3.5% | +0.2% |
| 30D | -4.4% | +3.7% | -8.2% | -5.4% |
| 3M | +5.3% | +22.2% | -17.0% | -0.5% |
| 6M | +19.6% | +38.9% | -19.3% | +8.1% |
| YTD | +19.1% | +11.9% | +7.3% | +14.7% |
| 1Y | +24.3% | +4.5% | +19.8% | +22.3% |
| 3Y | +132.2% | +59.0% | +73.2% | +98.9% |
| 5Y | +52.3% | +22.0% | +30.3% | +35.6% |
| All | +52.3% | +21.4% | +30.9% | +35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling