+26.3%
PNC vs PLTD
-77.2%
+103.5%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -0.7% | -0.9% | +0.2% | -0.8% |
| 30D | -4.4% | +1.3% | -5.7% | -4.2% |
| 3M | +4.5% | -32.9% | +37.4% | +1.7% |
| 6M | +19.1% | -24.9% | +43.9% | +17.8% |
| YTD | +18.0% | -18.2% | +36.3% | +18.4% |
| 1Y | +24.1% | -28.7% | +52.8% | +22.5% |
| All | +26.3% | -77.2% | +103.5% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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