+796.1%
PNC vs PFG
+985.4%
-189.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | +3.1% | +2.4% | +0.7% | +1.7% |
| 30D | +7.6% | +5.9% | +1.8% | +4.1% |
| 3M | -8.1% | -0.4% | -7.7% | -8.2% |
| 6M | +12.6% | +14.8% | -2.2% | +3.5% |
| YTD | +15.0% | +31.9% | -17.0% | -2.6% |
| 1Y | +30.4% | +38.8% | -8.4% | +7.3% |
| 3Y | +116.1% | +82.4% | +33.8% | +52.2% |
| 5Y | +37.5% | +94.7% | -57.2% | -6.8% |
| 10Y | +205.1% | +187.0% | +18.1% | +62.0% |
| All | +796.1% | +985.4% | -189.2% | +94.5% |
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