+272.7%
PNC vs UUUU
+465.5%
-192.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.0% |
| 7D | -0.6% | -10.5% | +10.0% | +0.5% |
| 30D | -4.4% | -10.5% | +6.1% | -3.5% |
| 3M | +5.2% | -14.1% | +19.4% | +6.2% |
| 6M | +20.6% | -35.5% | +56.1% | +24.2% |
| YTD | +19.8% | -10.9% | +30.7% | +17.6% |
| 1Y | +24.4% | +3.4% | +21.1% | +18.3% |
| 3Y | +131.2% | +73.1% | +58.1% | +98.1% |
| 5Y | +53.1% | +87.1% | -34.0% | +24.0% |
| All | +272.7% | +465.5% | -192.8% | +120.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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