+3,979.8%
PNC vs HRB
+3,134.5%
+845.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.5% | +5.4% | +1.0% |
| 7D | +2.3% | -9.1% | +11.3% | +5.4% |
| 30D | -3.8% | +0.3% | -4.1% | -4.7% |
| 3M | +7.8% | +23.4% | -15.6% | -0.8% |
| 6M | +19.7% | +45.1% | -25.4% | +2.5% |
| YTD | +19.1% | +8.9% | +10.2% | +11.5% |
| 1Y | +23.1% | -7.9% | +31.0% | +21.5% |
| 3Y | +132.1% | +27.9% | +104.2% | +100.1% |
| 5Y | +52.2% | +108.3% | -56.1% | +7.0% |
| 10Y | +271.4% | +208.4% | +63.0% | +111.2% |
| All | +3,979.8% | +3,134.5% | +845.3% | +795.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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