+272.7%
PNC vs PFG
+251.1%
+21.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | -0.2% |
| 7D | -0.6% | -0.4% | -0.1% | -0.2% |
| 30D | -4.4% | +2.9% | -7.3% | -6.5% |
| 3M | +5.2% | +6.7% | -1.5% | -0.1% |
| 6M | +20.6% | +33.8% | -13.1% | -2.7% |
| YTD | +19.8% | +35.0% | -15.2% | -4.3% |
| 1Y | +24.4% | +46.4% | -22.0% | -6.5% |
| 3Y | +131.2% | +71.6% | +59.6% | +53.9% |
| 5Y | +53.1% | +113.7% | -60.6% | -13.9% |
| All | +272.7% | +251.1% | +21.6% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 10y: compounded portfolio wealth divided by compounded PFG 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…
10y analysis · Full analysis span regression · 6 months rolling