+3.1%
PNC vs ROIV
+36.6%
-33.5%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -0.9% |
| 7D | -1.1% | +5.3% | -6.4% | -1.4% |
| 30D | +4.5% | +11.9% | -7.4% | +3.9% |
| 3M | -10.0% | +10.7% | -20.7% | -10.4% |
| 6M | +3.1% | +34.9% | -31.8% | +0.3% |
| All | +3.1% | +36.6% | -33.5% | +0.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling