+594.1%
PNC vs POET
-20.5%
+614.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.4% |
| 7D | -0.6% | +0.4% | -0.9% | -0.6% |
| 30D | -4.4% | -10.4% | +6.0% | -4.2% |
| 3M | +5.2% | -29.3% | +34.6% | +5.9% |
| 6M | +20.6% | +6.9% | +13.8% | +17.7% |
| YTD | +19.8% | +25.6% | -5.8% | +16.0% |
| 1Y | +24.4% | +49.2% | -24.7% | +19.3% |
| 3Y | +131.2% | +128.4% | +2.8% | +111.6% |
| 5Y | +53.1% | -4.2% | +57.3% | +41.6% |
| 10Y | +276.8% | +30.3% | +246.4% | +232.3% |
| All | +594.1% | -20.5% | +614.6% | +509.7% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 all: compounded portfolio wealth divided by compounded POET 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…
all analysis · Full analysis span regression · 6 months rolling