+270.8%
PNC vs IWD
+201.1%
+69.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.3% |
| 7D | -0.9% | -2.3% | +1.4% | +2.3% |
| 30D | -4.4% | -1.8% | -2.6% | -2.1% |
| 3M | +5.3% | +8.0% | -2.8% | -5.5% |
| 6M | +19.6% | +17.0% | +2.6% | -3.8% |
| YTD | +19.1% | +21.3% | -2.1% | -8.8% |
| 1Y | +24.3% | +27.9% | -3.6% | -11.6% |
| 3Y | +132.2% | +70.1% | +62.1% | +13.2% |
| 5Y | +52.3% | +74.2% | -21.9% | -27.3% |
| All | +270.8% | +201.1% | +69.7% | -10.4% |
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