+573.5%
PNC vs IBB
+565.6%
+7.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.7% | +0.8% |
| 7D | +1.9% | +1.6% | +0.2% | +0.9% |
| 30D | +6.2% | +6.7% | -0.5% | +2.2% |
| 3M | -8.7% | +6.3% | -15.1% | -12.6% |
| 6M | +9.2% | +23.9% | -14.7% | -4.6% |
| YTD | +14.3% | +26.6% | -12.3% | -1.9% |
| 1Y | +27.7% | +29.6% | -2.0% | +8.0% |
| 3Y | +113.5% | +86.1% | +27.4% | +45.3% |
| 5Y | +36.7% | +40.3% | -3.6% | +7.8% |
| 10Y | +203.4% | +128.1% | +75.4% | +73.7% |
| All | +573.5% | +565.6% | +7.9% | +56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling