+50.9%
PNC vs TCOM
+29.4%
+21.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.4% |
| 7D | -0.6% | -4.9% | +4.3% | 0.0% |
| 30D | -4.4% | -14.4% | +10.0% | -2.8% |
| 3M | +5.2% | -17.7% | +22.9% | +7.2% |
| 6M | +20.6% | -25.1% | +45.7% | +24.2% |
| YTD | +19.8% | -45.7% | +65.5% | +27.5% |
| 1Y | +24.4% | -47.9% | +72.3% | +33.1% |
| 3Y | +131.2% | +8.9% | +122.3% | +120.1% |
| All | +50.9% | +29.4% | +21.5% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 5y: compounded portfolio wealth divided by compounded TCOM 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…
5y analysis · Full analysis span regression · 6 months rolling