+50.9%
PNC vs NVS
+92.9%
-42.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -0.6% | -14.3% | +13.7% | +3.6% |
| 30D | -4.4% | -10.0% | +5.6% | -2.1% |
| 3M | +5.2% | -10.9% | +16.1% | +7.9% |
| 6M | +20.6% | -12.0% | +32.6% | +24.0% |
| YTD | +19.8% | +2.5% | +17.3% | +16.5% |
| 1Y | +24.4% | +10.7% | +13.8% | +17.5% |
| 3Y | +131.2% | +53.3% | +77.9% | +88.5% |
| All | +50.9% | +92.9% | -42.0% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 5y: compounded portfolio wealth divided by compounded NVS 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…
5y analysis · Full analysis span regression · 6 months rolling