+137.1%
PNC vs ROIV
+201.4%
-64.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.1% |
| 7D | +1.4% | +0.6% | +0.8% | +1.3% |
| 30D | -3.8% | +1.0% | -4.8% | -4.1% |
| 3M | +9.0% | +18.3% | -9.3% | +6.0% |
| 6M | +16.6% | +18.3% | -1.7% | +13.0% |
| YTD | +20.4% | +61.0% | -40.5% | +10.6% |
| 1Y | +22.3% | +177.9% | -155.5% | +1.0% |
| All | +137.1% | +201.4% | -64.3% | +85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling