+52.3%
PNC vs PODD
-55.6%
+107.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +1.3% |
| 7D | -0.9% | -10.6% | +9.7% | +0.8% |
| 30D | -4.4% | -6.9% | +2.5% | -3.5% |
| 3M | +5.3% | -10.6% | +15.9% | +6.3% |
| 6M | +19.6% | -43.5% | +63.0% | +29.5% |
| YTD | +19.1% | -52.6% | +71.8% | +32.8% |
| 1Y | +24.3% | -60.1% | +84.4% | +42.2% |
| 3Y | +132.2% | -21.7% | +153.9% | +130.9% |
| 5Y | +52.3% | -54.6% | +106.9% | +65.5% |
| All | +52.3% | -55.6% | +107.9% | +65.5% |
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