+36.0%
PNC vs IBB
+43.4%
-7.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.1% |
| 7D | -0.6% | -1.4% | +0.7% | 0.0% |
| 30D | +5.8% | +6.8% | -1.0% | +2.3% |
| 3M | -7.9% | +9.2% | -17.1% | -12.5% |
| 6M | +10.0% | +28.3% | -18.4% | -4.6% |
| YTD | +14.8% | +29.4% | -14.6% | -1.4% |
| 1Y | +29.7% | +33.2% | -3.5% | +9.4% |
| 3Y | +114.4% | +90.2% | +24.2% | +45.1% |
| 5Y | +36.0% | +44.0% | -8.0% | -5.1% |
| All | +36.0% | +43.4% | -7.4% | -5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling