+132.1%
PNC vs IBB
+64.8%
+67.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.1% |
| 7D | +2.3% | -1.7% | +3.9% | +3.1% |
| 30D | -3.8% | +4.9% | -8.7% | -6.3% |
| 3M | +7.8% | +24.2% | -16.4% | -4.2% |
| 6M | +19.7% | +23.8% | -4.1% | +6.2% |
| YTD | +19.1% | +23.0% | -3.8% | +5.6% |
| 1Y | +23.1% | +46.2% | -23.0% | -2.3% |
| 3Y | +132.1% | +64.8% | +67.3% | +60.8% |
| All | +132.1% | +64.8% | +67.3% | +60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling