+272.7%
PNC vs GWW
+570.2%
-297.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | -0.6% | -3.4% | +2.8% | +1.1% |
| 30D | -4.4% | -1.9% | -2.5% | -3.6% |
| 3M | +5.2% | -2.4% | +7.6% | +6.0% |
| 6M | +20.6% | +15.7% | +4.9% | +11.5% |
| YTD | +19.8% | +27.6% | -7.8% | +5.1% |
| 1Y | +24.4% | +27.2% | -2.8% | +9.2% |
| 3Y | +131.2% | +89.7% | +41.6% | +65.3% |
| 5Y | +53.1% | +223.9% | -170.8% | -17.8% |
| All | +272.7% | +570.2% | -297.5% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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