+724.9%
PNC vs WPM
+5,972.6%
-5,247.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | +2.3% | +7.0% | -4.7% | +1.7% |
| 30D | -3.8% | +15.7% | -19.6% | -5.0% |
| 3M | +7.8% | +35.2% | -27.4% | +4.9% |
| 6M | +19.7% | +6.1% | +13.6% | +18.5% |
| YTD | +19.1% | +32.6% | -13.5% | +15.5% |
| 1Y | +23.1% | +46.9% | -23.8% | +18.2% |
| 3Y | +132.1% | +276.3% | -144.2% | +104.4% |
| 5Y | +52.2% | +260.0% | -207.8% | +33.3% |
| 10Y | +271.4% | +508.5% | -237.1% | +202.6% |
| All | +724.9% | +5,972.6% | -5,247.7% | +393.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling