+176.7%
PNC vs INVH
+75.4%
+101.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | -0.6% | -3.0% | +2.4% | +1.0% |
| 30D | -4.4% | -7.5% | +3.1% | -0.5% |
| 3M | +5.2% | -5.5% | +10.8% | +8.2% |
| 6M | +20.6% | +11.7% | +8.9% | +13.1% |
| YTD | +19.8% | +1.3% | +18.4% | +17.8% |
| 1Y | +24.4% | -6.1% | +30.5% | +27.3% |
| 3Y | +131.2% | -9.8% | +141.0% | +138.9% |
| 5Y | +53.1% | -19.7% | +72.8% | +65.1% |
| All | +176.7% | +75.4% | +101.3% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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