+838.9%
PNC vs PFG
+1,015.3%
-176.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +1.0% |
| 7D | +1.4% | +5.5% | -4.1% | -1.8% |
| 30D | -3.8% | +2.4% | -6.2% | -5.3% |
| 3M | +9.0% | +13.6% | -4.6% | +1.0% |
| 6M | +16.6% | +27.9% | -11.2% | +1.0% |
| YTD | +20.4% | +35.6% | -15.1% | +0.6% |
| 1Y | +22.3% | +48.5% | -26.1% | -3.1% |
| 3Y | +124.5% | +66.9% | +57.7% | +66.5% |
| 5Y | +54.1% | +111.0% | -56.9% | -0.1% |
| 10Y | +276.3% | +244.5% | +31.8% | +81.6% |
| All | +838.9% | +1,015.3% | -176.4% | +101.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling