+3,942.5%
PNC vs WSM
+34,771.0%
-30,828.5%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -0.7% | +2.6% | -3.3% | -1.3% |
| 30D | -4.4% | -9.3% | +4.9% | -2.2% |
| 3M | +4.5% | +7.1% | -2.6% | +2.6% |
| 6M | +19.1% | +21.7% | -2.7% | +13.2% |
| YTD | +18.0% | +28.7% | -10.7% | +10.7% |
| 1Y | +24.1% | +13.9% | +10.2% | +19.4% |
| 3Y | +130.0% | +232.2% | -102.2% | +65.9% |
| 5Y | +50.4% | +176.4% | -126.0% | +9.4% |
| 10Y | +271.3% | +1,072.4% | -801.1% | +80.2% |
| All | +3,942.5% | +34,771.0% | -30,828.5% | +801.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling