+272.7%
PNC vs WCN
+235.9%
+36.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -0.6% | -3.1% | +2.6% | +1.1% |
| 30D | -4.4% | -3.4% | -1.0% | -2.7% |
| 3M | +5.2% | +3.0% | +2.3% | +3.1% |
| 6M | +20.6% | -3.8% | +24.4% | +21.9% |
| YTD | +19.8% | -8.3% | +28.1% | +23.7% |
| 1Y | +24.4% | -9.7% | +34.2% | +29.3% |
| 3Y | +131.2% | +17.2% | +114.1% | +100.0% |
| 5Y | +53.1% | +25.3% | +27.8% | +23.8% |
| All | +272.7% | +235.9% | +36.8% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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