+272.7%
PNC vs WCC
+541.6%
-268.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | -0.9% |
| 7D | -0.6% | +1.5% | -2.1% | -1.2% |
| 30D | -4.4% | -2.1% | -2.3% | -4.0% |
| 3M | +5.2% | +3.8% | +1.4% | +2.3% |
| 6M | +20.6% | +35.0% | -14.3% | +4.5% |
| YTD | +19.8% | +46.4% | -26.6% | -0.1% |
| 1Y | +24.4% | +63.0% | -38.6% | -1.4% |
| 3Y | +131.2% | +133.9% | -2.7% | +47.8% |
| 5Y | +53.1% | +226.5% | -173.4% | -21.0% |
| All | +272.7% | +541.6% | -268.9% | +16.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling