+27.4%
PNC vs PLTD
-77.3%
+104.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -0.9% |
| 7D | +2.3% | +4.5% | -2.3% | +2.7% |
| 30D | -3.8% | -0.7% | -3.1% | -3.8% |
| 3M | +7.8% | -31.0% | +38.8% | +5.2% |
| 6M | +19.7% | -24.8% | +44.5% | +18.5% |
| YTD | +19.1% | -18.6% | +37.7% | +19.4% |
| 1Y | +23.1% | -31.8% | +54.9% | +20.8% |
| All | +27.4% | -77.3% | +104.7% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling