+2,231.5%
PNC vs RMD
+38,753.6%
-36,522.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | +3.1% | +2.1% | +1.0% | +2.7% |
| 30D | +7.6% | +2.1% | +5.6% | +7.1% |
| 3M | -8.1% | +6.2% | -14.4% | -9.4% |
| 6M | +12.6% | +19.4% | -6.8% | +8.5% |
| YTD | +15.0% | +0.5% | +14.4% | +14.1% |
| 1Y | +30.4% | -3.9% | +34.4% | +30.5% |
| 3Y | +116.1% | +72.5% | +43.6% | +91.3% |
| 5Y | +37.5% | -1.5% | +39.0% | +33.3% |
| 10Y | +205.1% | +345.8% | -140.7% | +124.9% |
| All | +2,231.5% | +38,753.6% | -36,522.0% | +1,198.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling