+927.3%
PNC vs LII
+3,124.4%
-2,197.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.3% |
| 7D | +1.4% | -0.7% | +2.1% | +1.6% |
| 30D | -3.8% | -12.6% | +8.8% | +0.9% |
| 3M | +9.0% | -24.4% | +33.5% | +18.7% |
| 6M | +16.6% | -28.7% | +45.3% | +28.9% |
| YTD | +20.4% | -19.1% | +39.6% | +26.3% |
| 1Y | +22.3% | -29.7% | +52.0% | +34.4% |
| 3Y | +124.5% | +4.8% | +119.8% | +106.5% |
| 5Y | +54.1% | +24.6% | +29.5% | +29.8% |
| 10Y | +276.3% | +169.2% | +107.1% | +133.8% |
| All | +927.3% | +3,124.4% | -2,197.1% | +183.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling