+519.6%
PNC vs MUB
+76.3%
+443.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.1% | +0.2% |
| 7D | +1.4% | -0.9% | +2.3% | +1.5% |
| 30D | -3.8% | -1.4% | -2.4% | -3.7% |
| 3M | +9.0% | -2.2% | +11.2% | +9.3% |
| 6M | +16.6% | -1.9% | +18.5% | +16.9% |
| YTD | +20.4% | -0.8% | +21.2% | +20.5% |
| 1Y | +22.3% | +2.7% | +19.6% | +22.1% |
| 3Y | +124.5% | +8.6% | +116.0% | +122.9% |
| 5Y | +54.1% | +2.0% | +52.0% | +52.6% |
| 10Y | +276.3% | +17.9% | +258.3% | +285.8% |
| All | +519.6% | +76.3% | +443.3% | +615.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling