+272.7%
PNC vs TD
+306.3%
-33.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | -0.1% |
| 7D | -0.6% | -0.5% | 0.0% | -0.1% |
| 30D | -4.4% | -1.9% | -2.5% | -2.8% |
| 3M | +5.2% | +4.8% | +0.5% | +0.6% |
| 6M | +20.6% | +28.0% | -7.3% | -3.9% |
| YTD | +19.8% | +30.3% | -10.5% | -6.1% |
| 1Y | +24.4% | +59.8% | -35.3% | -19.3% |
| 3Y | +131.2% | +124.7% | +6.5% | +7.5% |
| 5Y | +53.1% | +127.0% | -73.9% | -30.2% |
| All | +272.7% | +306.3% | -33.6% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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