+4,002.1%
PNC vs TROW
+13,984.0%
-9,981.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.1% |
| 7D | -0.6% | -3.2% | +2.6% | +1.0% |
| 30D | -4.4% | -4.6% | +0.2% | -2.3% |
| 3M | +5.2% | -0.7% | +5.9% | +5.0% |
| 6M | +20.6% | +22.2% | -1.6% | +8.9% |
| YTD | +19.8% | +6.6% | +13.1% | +14.9% |
| 1Y | +24.4% | +5.8% | +18.6% | +19.7% |
| 3Y | +131.2% | +11.6% | +119.6% | +115.7% |
| 5Y | +53.1% | -38.9% | +92.0% | +84.0% |
| 10Y | +276.8% | +128.5% | +148.2% | +144.4% |
| All | +4,002.1% | +13,984.0% | -9,981.9% | +805.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling