+2,422.0%
PNC vs IVZ
+1,090.9%
+1,331.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.1% |
| 7D | +2.3% | +1.1% | +1.2% | +1.8% |
| 30D | -3.8% | +3.1% | -6.9% | -5.2% |
| 3M | +7.8% | +18.2% | -10.4% | -0.4% |
| 6M | +19.7% | +38.6% | -18.9% | +2.8% |
| YTD | +19.1% | +25.9% | -6.8% | +6.1% |
| 1Y | +23.1% | +51.7% | -28.5% | +0.8% |
| 3Y | +132.1% | +138.7% | -6.5% | +52.1% |
| 5Y | +52.2% | +62.8% | -10.6% | +14.4% |
| 10Y | +271.4% | +60.9% | +210.5% | +159.2% |
| All | +2,422.0% | +1,090.9% | +1,331.1% | +880.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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