+272.7%
PNC vs MKC
+29.9%
+242.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | -0.6% | -1.5% | +0.9% | -0.1% |
| 30D | -4.4% | -3.1% | -1.3% | -3.7% |
| 3M | +5.2% | +5.2% | 0.0% | +3.4% |
| 6M | +20.6% | -12.8% | +33.5% | +24.6% |
| YTD | +19.8% | -23.3% | +43.1% | +27.7% |
| 1Y | +24.4% | -24.1% | +48.5% | +32.8% |
| 3Y | +131.2% | -32.1% | +163.3% | +152.6% |
| 5Y | +53.1% | -32.8% | +85.9% | +64.4% |
| All | +272.7% | +29.9% | +242.8% | +261.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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