+36.7%
PNC vs RMD
-7.7%
+44.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | +3.1% | +2.1% | +1.0% | +2.6% |
| 30D | +7.6% | +2.1% | +5.6% | +7.0% |
| 3M | -8.1% | +6.2% | -14.4% | -9.7% |
| 6M | +12.6% | +19.4% | -6.8% | +7.1% |
| YTD | +15.0% | +0.5% | +14.4% | +13.9% |
| 1Y | +30.4% | -3.9% | +34.4% | +30.5% |
| 3Y | +116.1% | +72.5% | +43.6% | +78.8% |
| All | +36.7% | -7.7% | +44.3% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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