+4,025.0%
PNC vs WEC
+3,978.4%
+46.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | +1.4% | -0.3% | +1.7% | +1.5% |
| 30D | -3.8% | -1.3% | -2.5% | -3.3% |
| 3M | +9.0% | -3.9% | +12.9% | +10.7% |
| 6M | +16.6% | -8.3% | +25.0% | +20.7% |
| YTD | +20.4% | +3.1% | +17.4% | +18.3% |
| 1Y | +22.3% | +1.9% | +20.4% | +20.5% |
| 3Y | +124.5% | +41.9% | +82.6% | +89.7% |
| 5Y | +54.1% | +30.8% | +23.3% | +32.9% |
| 10Y | +276.3% | +141.9% | +134.3% | +134.8% |
| All | +4,025.0% | +3,978.4% | +46.6% | +614.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling