+19.6%
PNC vs INFQ
+11.2%
+8.3%
-8.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.2% | +1.0% |
| 7D | -0.9% | +2.4% | -3.3% | -1.0% |
| 30D | -4.4% | +9.6% | -14.1% | -4.7% |
| 3M | +5.3% | -4.6% | +9.8% | +5.1% |
| 6M | +19.6% | +6.7% | +12.9% | +15.9% |
| All | +19.6% | +11.2% | +8.3% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 6mo: compounded portfolio wealth divided by compounded INFQ 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…
6mo analysis · Full analysis span regression · 6 months rolling