+199.0%
PNC vs WEC
+197.9%
+1.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | +3.1% | +2.3% | +0.7% | +2.2% |
| 30D | +7.6% | +11.1% | -3.4% | +3.7% |
| 3M | -8.1% | +8.4% | -16.6% | -10.8% |
| 6M | +12.6% | +7.5% | +5.1% | +9.5% |
| YTD | +15.0% | +15.3% | -0.4% | +8.8% |
| 1Y | +30.4% | +9.7% | +20.7% | +25.5% |
| 3Y | +116.1% | +64.7% | +51.5% | +77.8% |
| 5Y | +37.5% | +57.3% | -19.8% | +14.0% |
| All | +199.0% | +197.9% | +1.0% | +165.9% |
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