+3,942.5%
PNC vs GWW
+13,989.5%
-10,047.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.5% |
| 7D | -0.7% | -0.5% | -0.3% | -0.5% |
| 30D | -4.4% | -1.4% | -3.0% | -3.8% |
| 3M | +4.5% | -3.6% | +8.1% | +5.9% |
| 6M | +19.1% | +15.1% | +3.9% | +10.5% |
| YTD | +18.0% | +27.5% | -9.5% | +4.0% |
| 1Y | +24.1% | +29.6% | -5.6% | +8.3% |
| 3Y | +130.0% | +90.1% | +39.9% | +65.5% |
| 5Y | +50.4% | +222.6% | -172.2% | -17.8% |
| 10Y | +271.3% | +566.5% | -295.2% | +36.9% |
| All | +3,942.5% | +13,989.5% | -10,047.0% | +296.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling