+23.1%
PNC vs RACE
-15.2%
+38.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -1.0% |
| 7D | +2.3% | -1.0% | +3.3% | +2.3% |
| 30D | -3.8% | -1.5% | -2.3% | -3.8% |
| 3M | +7.8% | +15.5% | -7.7% | +6.8% |
| 6M | +19.7% | +17.3% | +2.4% | +18.1% |
| YTD | +19.1% | +11.1% | +8.0% | +17.6% |
| 1Y | +23.1% | -14.3% | +37.4% | +22.2% |
| All | +23.1% | -15.2% | +38.3% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 1y: compounded portfolio wealth divided by compounded RACE 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…
1y analysis · Full analysis span regression · 6 months rolling