+270.8%
PNC vs WEC
+146.6%
+124.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.2% |
| 7D | -0.9% | -1.3% | +0.4% | -0.5% |
| 30D | -4.4% | -0.4% | -4.0% | -4.3% |
| 3M | +5.3% | -6.8% | +12.1% | +7.7% |
| 6M | +19.6% | -6.4% | +26.0% | +22.0% |
| YTD | +19.1% | +2.5% | +16.7% | +17.7% |
| 1Y | +24.3% | -0.4% | +24.7% | +23.8% |
| 3Y | +132.2% | +38.5% | +93.7% | +104.2% |
| 5Y | +52.3% | +31.7% | +20.6% | +35.0% |
| All | +270.8% | +146.6% | +124.2% | +247.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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