+50.9%
PNC vs RMD
-22.6%
+73.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -0.7% | -4.7% | +4.0% | +0.4% |
| 30D | -4.4% | +0.2% | -4.6% | -4.6% |
| 3M | +4.5% | +12.0% | -7.5% | +1.2% |
| 6M | +19.1% | -12.5% | +31.6% | +22.3% |
| YTD | +18.0% | -7.9% | +26.0% | +19.6% |
| 1Y | +24.1% | -20.4% | +44.4% | +30.1% |
| 3Y | +130.0% | +53.1% | +76.9% | +96.9% |
| All | +50.9% | -22.6% | +73.5% | +39.4% |
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