+36.7%
PNC vs PODD
-51.4%
+88.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.2% |
| 7D | +3.1% | +4.1% | -1.0% | +2.4% |
| 30D | +7.6% | +13.9% | -6.2% | +5.5% |
| 3M | -8.1% | +4.1% | -12.3% | -8.9% |
| 6M | +12.6% | +2.4% | +10.2% | +11.0% |
| YTD | +15.0% | -46.4% | +61.3% | +25.6% |
| 1Y | +30.4% | -54.2% | +84.6% | +46.0% |
| 3Y | +116.1% | -6.9% | +123.0% | +109.6% |
| All | +36.7% | -51.4% | +88.1% | +46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling