+847.5%
PNC vs WCC
+1,563.0%
-715.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.1% |
| 7D | +3.1% | +9.9% | -6.9% | 0.0% |
| 30D | +7.6% | -8.4% | +16.1% | +9.7% |
| 3M | -8.1% | -10.3% | +2.2% | -6.3% |
| 6M | +12.6% | -10.5% | +23.1% | +13.7% |
| YTD | +15.0% | +32.2% | -17.2% | +1.6% |
| 1Y | +30.4% | +25.5% | +4.9% | +16.9% |
| 3Y | +116.1% | +134.7% | -18.5% | +51.3% |
| 5Y | +37.5% | +139.9% | -102.5% | -8.3% |
| 10Y | +205.1% | +433.5% | -228.4% | +45.6% |
| All | +847.5% | +1,563.0% | -715.5% | +199.3% |
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