+50.4%
PNC vs TECH
-42.1%
+92.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -0.7% | -0.1% | -0.7% | -0.7% |
| 30D | -4.4% | +0.3% | -4.7% | -4.5% |
| 3M | +4.5% | +32.9% | -28.4% | -3.1% |
| 6M | +19.1% | +32.1% | -13.0% | +9.3% |
| YTD | +18.0% | +23.4% | -5.4% | +9.9% |
| 1Y | +24.1% | +34.1% | -10.0% | +12.1% |
| 3Y | +130.0% | +2.2% | +127.8% | +116.5% |
| 5Y | +50.4% | -41.8% | +92.2% | +47.3% |
| All | +50.4% | -42.1% | +92.5% | +47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling