+272.7%
PNC vs SPXU
-99.6%
+372.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | -0.4% |
| 7D | -0.6% | +2.5% | -3.0% | +0.4% |
| 30D | -4.4% | +4.2% | -8.6% | -2.8% |
| 3M | +5.2% | -9.3% | +14.5% | +2.0% |
| 6M | +20.6% | -30.7% | +51.3% | +6.7% |
| YTD | +19.8% | -28.1% | +47.9% | +8.0% |
| 1Y | +24.4% | -35.2% | +59.7% | +8.6% |
| 3Y | +131.2% | -79.9% | +211.2% | +44.0% |
| 5Y | +53.1% | -86.4% | +139.5% | -2.5% |
| All | +272.7% | -99.6% | +372.2% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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