+881.8%
PNC vs WCC
+1,758.7%
-876.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.9% |
| 7D | +2.3% | +8.5% | -6.2% | -0.3% |
| 30D | -3.8% | -1.0% | -2.8% | -3.8% |
| 3M | +7.8% | +2.1% | +5.7% | +5.9% |
| 6M | +19.7% | +36.8% | -17.1% | +6.3% |
| YTD | +19.1% | +47.7% | -28.6% | +2.8% |
| 1Y | +23.1% | +66.5% | -43.4% | +1.7% |
| 3Y | +132.1% | +134.2% | -2.0% | +64.4% |
| 5Y | +52.2% | +231.6% | -179.4% | -7.3% |
| 10Y | +271.4% | +508.1% | -236.7% | +71.8% |
| All | +881.8% | +1,758.7% | -876.9% | +203.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling