+270.8%
PNC vs URA
+361.2%
-90.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +4.9% | +2.0% |
| 7D | -0.9% | -1.5% | +0.6% | -0.6% |
| 30D | -4.4% | -0.4% | -4.0% | -4.6% |
| 3M | +5.3% | +6.3% | -1.0% | +2.8% |
| 6M | +19.6% | -14.0% | +33.6% | +22.1% |
| YTD | +19.1% | +5.3% | +13.8% | +13.8% |
| 1Y | +24.3% | +11.7% | +12.6% | +15.0% |
| 3Y | +132.2% | +109.8% | +22.4% | +67.5% |
| 5Y | +52.3% | +108.0% | -55.6% | +4.3% |
| All | +270.8% | +361.2% | -90.5% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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