+52.3%
PNC vs WPM
+252.7%
-200.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.7% | +4.6% | +1.2% |
| 7D | -0.9% | -3.6% | +2.7% | -0.6% |
| 30D | -4.4% | +12.5% | -16.9% | -5.3% |
| 3M | +5.3% | +40.6% | -35.3% | +2.3% |
| 6M | +19.6% | +0.5% | +19.0% | +19.1% |
| YTD | +19.1% | +29.0% | -9.9% | +15.6% |
| 1Y | +24.3% | +43.8% | -19.5% | +19.2% |
| 3Y | +132.2% | +266.3% | -134.1% | +95.9% |
| 5Y | +52.3% | +255.1% | -202.8% | +20.1% |
| All | +52.3% | +252.7% | -200.4% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 5y: compounded portfolio wealth divided by compounded WPM 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…
5y analysis · Full analysis span regression · 6 months rolling