+270.8%
PNC vs HDB
+32.9%
+237.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.0% | +1.4% |
| 7D | -0.9% | -6.2% | +5.3% | +1.6% |
| 30D | -4.4% | -6.2% | +1.8% | -2.0% |
| 3M | +5.3% | -5.9% | +11.1% | +7.1% |
| 6M | +19.6% | -25.9% | +45.5% | +33.5% |
| YTD | +19.1% | -40.2% | +59.4% | +45.0% |
| 1Y | +24.3% | -38.0% | +62.3% | +48.5% |
| 3Y | +132.2% | -30.5% | +162.7% | +157.2% |
| 5Y | +52.3% | -38.1% | +90.4% | +74.0% |
| All | +270.8% | +32.9% | +237.8% | +199.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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