+272.7%
PNC vs RUN
+42.2%
+230.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | -0.6% | -3.7% | +3.2% | -0.2% |
| 30D | -4.4% | -13.0% | +8.6% | -3.2% |
| 3M | +5.2% | -31.8% | +37.0% | +8.8% |
| 6M | +20.6% | -32.2% | +52.9% | +24.0% |
| YTD | +19.8% | -53.5% | +73.2% | +26.3% |
| 1Y | +24.4% | -46.5% | +71.0% | +28.3% |
| 3Y | +131.2% | -37.6% | +168.9% | +106.0% |
| 5Y | +53.1% | -80.9% | +134.0% | +47.9% |
| All | +272.7% | +42.2% | +230.5% | +145.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling