+272.7%
PNC vs WSM
+1,071.8%
-799.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.2% |
| 7D | -0.6% | -0.5% | 0.0% | -0.4% |
| 30D | -4.4% | -7.7% | +3.3% | -2.3% |
| 3M | +5.2% | +3.8% | +1.5% | +3.9% |
| 6M | +20.6% | +22.7% | -2.0% | +13.5% |
| YTD | +19.8% | +28.0% | -8.2% | +11.3% |
| 1Y | +24.4% | +12.7% | +11.7% | +19.3% |
| 3Y | +131.2% | +231.3% | -100.0% | +56.0% |
| 5Y | +53.1% | +177.2% | -124.1% | +3.9% |
| All | +272.7% | +1,071.8% | -799.1% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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