+24.4%
PNC vs NWSA
+3.0%
+21.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -0.6% | -2.8% | +2.2% | -0.2% |
| 30D | -4.4% | +3.0% | -7.4% | -4.7% |
| 3M | +5.2% | +12.3% | -7.1% | +3.6% |
| 6M | +20.6% | +21.9% | -1.2% | +17.2% |
| YTD | +19.8% | +13.6% | +6.2% | +16.9% |
| 1Y | +24.4% | +0.5% | +23.9% | +24.7% |
| All | +24.4% | +3.0% | +21.4% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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