+24.3%
PNC vs MUB
+0.3%
+24.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.3% |
| 7D | -0.9% | -1.2% | +0.3% | -0.2% |
| 30D | -4.4% | -2.8% | -1.7% | -2.9% |
| 3M | +5.3% | -3.1% | +8.3% | +7.2% |
| 6M | +19.6% | -2.9% | +22.4% | +20.5% |
| YTD | +19.1% | -2.0% | +21.2% | +22.7% |
| 1Y | +24.3% | 0.0% | +24.3% | +34.8% |
| All | +24.3% | +0.3% | +24.1% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling