+3,979.8%
PNC vs SMTC
+69,284.5%
-65,304.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +10.0% | -11.1% | -2.3% |
| 7D | +2.3% | +22.9% | -20.7% | -0.3% |
| 30D | -3.8% | +16.6% | -20.5% | -6.0% |
| 3M | +7.8% | +2.4% | +5.4% | +5.9% |
| 6M | +19.7% | +98.3% | -78.6% | +7.5% |
| YTD | +19.1% | +120.7% | -101.6% | +5.3% |
| 1Y | +23.1% | +168.3% | -145.1% | +5.7% |
| 3Y | +132.1% | +571.7% | -439.6% | +68.0% |
| 5Y | +52.2% | +114.0% | -61.8% | +23.5% |
| 10Y | +271.4% | +497.0% | -225.6% | +164.9% |
| All | +3,979.8% | +69,284.5% | -65,304.7% | +1,969.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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