+877.0%
PNC vs WCN
+6,767.3%
-5,890.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | +2.3% | -0.4% | +2.7% | +2.4% |
| 30D | -3.8% | -2.1% | -1.7% | -3.2% |
| 3M | +7.8% | +6.4% | +1.4% | +5.6% |
| 6M | +19.7% | -3.7% | +23.4% | +20.4% |
| YTD | +19.1% | -6.4% | +25.5% | +20.6% |
| 1Y | +23.1% | -7.9% | +31.1% | +25.2% |
| 3Y | +132.1% | +20.8% | +111.3% | +116.2% |
| 5Y | +52.2% | +29.0% | +23.2% | +38.3% |
| 10Y | +271.4% | +236.4% | +35.1% | +161.9% |
| All | +877.0% | +6,767.3% | -5,890.3% | +345.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling