+271.3%
PNC vs IBB
+122.2%
+149.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.4% |
| 7D | -0.7% | -3.9% | +3.2% | +1.4% |
| 30D | -4.4% | +2.7% | -7.1% | -6.2% |
| 3M | +4.5% | +21.4% | -16.9% | -6.8% |
| 6M | +19.1% | +20.1% | -1.0% | +6.5% |
| YTD | +18.0% | +21.9% | -3.8% | +4.3% |
| 1Y | +24.1% | +44.1% | -20.1% | -0.7% |
| 3Y | +130.0% | +63.4% | +66.7% | +69.8% |
| 5Y | +50.4% | +19.8% | +30.6% | +30.1% |
| 10Y | +271.3% | +127.0% | +144.3% | +112.4% |
| All | +271.3% | +122.2% | +149.0% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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