+132.1%
PNC vs WST
-15.5%
+147.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | +2.3% | -0.3% | +2.5% | +2.3% |
| 30D | -3.8% | -4.6% | +0.8% | -3.5% |
| 3M | +7.8% | +5.7% | +2.1% | +7.3% |
| 6M | +19.7% | +37.6% | -17.9% | +16.6% |
| YTD | +19.1% | +23.0% | -3.9% | +16.8% |
| 1Y | +23.1% | +33.8% | -10.7% | +19.8% |
| 3Y | +132.1% | -13.4% | +145.5% | +128.6% |
| All | +132.1% | -15.5% | +147.7% | +128.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling