+130.1%
PNC vs NWSA
+43.0%
+87.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.3% |
| 7D | -0.9% | -4.8% | +3.9% | +1.1% |
| 30D | -4.4% | +3.0% | -7.4% | -5.6% |
| 3M | +5.3% | +9.3% | -4.0% | +1.0% |
| 6M | +19.6% | +23.2% | -3.6% | +8.1% |
| YTD | +19.1% | +13.3% | +5.8% | +11.5% |
| 1Y | +24.3% | +2.9% | +21.4% | +22.4% |
| All | +130.1% | +43.0% | +87.1% | +85.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling