+272.7%
PNC vs TECH
+189.9%
+82.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.5% | +0.5% |
| 7D | -0.6% | -0.4% | -0.1% | -0.4% |
| 30D | -4.4% | 0.0% | -4.4% | -4.4% |
| 3M | +5.2% | +33.7% | -28.4% | -3.7% |
| 6M | +20.6% | +34.9% | -14.3% | +8.5% |
| YTD | +19.8% | +23.2% | -3.4% | +10.3% |
| 1Y | +24.4% | +36.3% | -11.9% | +10.2% |
| 3Y | +131.2% | +2.3% | +129.0% | +115.9% |
| 5Y | +53.1% | -42.9% | +96.0% | +66.6% |
| All | +272.7% | +189.9% | +82.8% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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