+270.8%
PNC vs MUB
+16.7%
+254.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.5% |
| 7D | -0.9% | -1.2% | +0.3% | 0.0% |
| 30D | -4.4% | -2.8% | -1.7% | -2.4% |
| 3M | +5.3% | -3.1% | +8.3% | +7.7% |
| 6M | +19.6% | -2.9% | +22.4% | +22.2% |
| YTD | +19.1% | -2.0% | +21.2% | +21.0% |
| 1Y | +24.3% | 0.0% | +24.3% | +24.3% |
| 3Y | +132.2% | +7.4% | +124.8% | +119.1% |
| 5Y | +52.3% | +0.8% | +51.5% | +50.2% |
| All | +270.8% | +16.7% | +254.1% | +320.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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