+272.7%
PNC vs PODD
+223.0%
+49.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.0% | +2.5% | +0.8% |
| 7D | -0.6% | -10.5% | +10.0% | +1.1% |
| 30D | -4.4% | -9.0% | +4.6% | -3.1% |
| 3M | +5.2% | -11.5% | +16.8% | +6.4% |
| 6M | +20.6% | -44.7% | +65.4% | +30.7% |
| YTD | +19.8% | -53.6% | +73.3% | +33.2% |
| 1Y | +24.4% | -61.0% | +85.4% | +41.9% |
| 3Y | +131.2% | -24.7% | +156.0% | +132.2% |
| 5Y | +53.1% | -55.5% | +108.6% | +63.0% |
| All | +272.7% | +223.0% | +49.7% | +209.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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