+27.2%
PNC vs WCC
+13.9%
+13.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -9.6% | +6.7% | -1.6% |
| 7D | -2.2% | -21.9% | +19.7% | +0.9% |
| 30D | +3.9% | -25.4% | +29.4% | +7.9% |
| 3M | -10.4% | -23.1% | +12.7% | -7.5% |
| 6M | +4.1% | -18.1% | +22.1% | +5.6% |
| YTD | +12.2% | +17.7% | -5.5% | +1.8% |
| 1Y | +27.2% | +12.4% | +14.8% | +15.7% |
| All | +27.2% | +13.9% | +13.3% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling