+2,315.9%
PNC vs RMD
+35,656.8%
-33,340.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.5% |
| 7D | +2.3% | -4.5% | +6.7% | +3.1% |
| 30D | -3.8% | +4.6% | -8.4% | -4.7% |
| 3M | +7.8% | +14.8% | -7.0% | +4.8% |
| 6M | +19.7% | -12.1% | +31.8% | +22.1% |
| YTD | +19.1% | -7.5% | +26.6% | +20.2% |
| 1Y | +23.1% | -20.1% | +43.2% | +27.5% |
| 3Y | +132.1% | +53.9% | +78.2% | +109.7% |
| 5Y | +52.2% | -22.2% | +74.4% | +54.1% |
| 10Y | +271.4% | +268.2% | +3.2% | +183.1% |
| All | +2,315.9% | +35,656.8% | -33,340.9% | +1,268.0% |
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