+3,979.8%
PNC vs MKC
+3,364.7%
+615.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -1.0% |
| 7D | +2.3% | -4.3% | +6.6% | +3.6% |
| 30D | -3.8% | -2.0% | -1.8% | -3.3% |
| 3M | +7.8% | +10.0% | -2.2% | +4.3% |
| 6M | +19.7% | -18.5% | +38.2% | +26.3% |
| YTD | +19.1% | -22.4% | +41.5% | +27.0% |
| 1Y | +23.1% | -23.6% | +46.8% | +31.6% |
| 3Y | +132.1% | -30.4% | +162.6% | +152.0% |
| 5Y | +52.2% | -34.2% | +86.4% | +65.8% |
| 10Y | +271.4% | +26.8% | +244.6% | +220.6% |
| All | +3,979.8% | +3,364.7% | +615.1% | +1,527.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling