+203.7%
PNC vs LII
+166.2%
+37.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +6.5% | -2.4% | +8.9% | +7.0% |
| 3M | -7.3% | -17.5% | +10.2% | -0.6% |
| 6M | +8.5% | -32.8% | +41.3% | +23.8% |
| YTD | +14.5% | -27.7% | +42.2% | +24.7% |
| 1Y | +29.1% | -28.1% | +57.2% | +40.7% |
| 3Y | +113.7% | -9.7% | +123.4% | +98.9% |
| 5Y | +35.7% | +19.5% | +16.2% | +6.2% |
| 10Y | +203.7% | +170.6% | +33.0% | +64.0% |
| All | +203.7% | +166.2% | +37.4% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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