+204.7%
PNC vs IWD
+205.2%
-0.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | -0.3% |
| 7D | -0.6% | -0.6% | -0.1% | +0.1% |
| 30D | +5.8% | +3.6% | +2.2% | +0.8% |
| 3M | -7.9% | +2.7% | -10.6% | -11.2% |
| 6M | +10.0% | +13.2% | -3.2% | -7.4% |
| YTD | +14.8% | +26.8% | -11.9% | -17.3% |
| 1Y | +29.7% | +29.3% | +0.4% | -9.0% |
| 3Y | +114.4% | +85.1% | +29.2% | -7.1% |
| 5Y | +36.0% | +74.2% | -38.2% | -35.1% |
| 10Y | +204.7% | +204.6% | +0.1% | -32.5% |
| All | +204.7% | +205.2% | -0.5% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 10y: compounded portfolio wealth divided by compounded IWD 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…
10y analysis · Full analysis span regression · 6 months rolling