+609.4%
PNC vs IBB
+560.8%
+48.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +0.7% |
| 7D | +1.4% | +1.4% | 0.0% | +0.6% |
| 30D | -3.8% | +10.5% | -14.3% | -9.5% |
| 3M | +9.0% | +23.6% | -14.6% | -4.1% |
| 6M | +16.6% | +22.6% | -6.0% | +2.8% |
| YTD | +20.4% | +25.7% | -5.2% | +4.3% |
| 1Y | +22.3% | +51.4% | -29.0% | -5.2% |
| 3Y | +124.5% | +64.4% | +60.2% | +64.8% |
| 5Y | +54.1% | +22.1% | +31.9% | +31.9% |
| 10Y | +276.3% | +132.5% | +143.8% | +113.0% |
| All | +609.4% | +560.8% | +48.6% | +66.0% |
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