+131.2%
PNC vs ULTA
+31.2%
+100.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.1% |
| 7D | -0.6% | -3.1% | +2.5% | +0.1% |
| 30D | -4.4% | +2.8% | -7.2% | -5.0% |
| 3M | +5.2% | +14.8% | -9.5% | +1.9% |
| 6M | +20.6% | -16.2% | +36.9% | +24.6% |
| YTD | +19.8% | -9.6% | +29.4% | +21.5% |
| 1Y | +24.4% | +4.8% | +19.7% | +21.6% |
| 3Y | +131.2% | +30.7% | +100.6% | +87.2% |
| All | +131.2% | +31.2% | +100.0% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 3y: compounded portfolio wealth divided by compounded ULTA 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…
3y analysis · Full analysis span regression · 6 months rolling