+50.1%
PNC vs UUUU
+88.5%
-38.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.3% | +7.3% | +1.5% |
| 7D | -0.9% | -5.0% | +4.1% | -0.5% |
| 30D | -4.4% | -7.8% | +3.4% | -3.9% |
| 3M | +5.3% | -0.4% | +5.7% | +4.7% |
| 6M | +19.6% | -32.9% | +52.5% | +22.4% |
| YTD | +19.1% | -6.3% | +25.4% | +16.4% |
| 1Y | +24.3% | +7.9% | +16.4% | +17.7% |
| 3Y | +132.2% | +85.2% | +47.0% | +96.9% |
| All | +50.1% | +88.5% | -38.4% | +21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling