+3,820.5%
PNC vs WST
+14,983.8%
-11,163.3%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +0.8% | +1.4% | -0.5% | +0.4% |
| 30D | +6.5% | +12.7% | -6.2% | +2.6% |
| 3M | -7.3% | +17.2% | -24.4% | -11.9% |
| 6M | +8.5% | +26.7% | -18.2% | +0.3% |
| YTD | +14.5% | +50.3% | -35.8% | -0.7% |
| 1Y | +29.1% | +50.2% | -21.1% | +11.8% |
| 3Y | +113.7% | +21.7% | +92.0% | +80.4% |
| 5Y | +35.7% | +2.0% | +33.6% | +17.0% |
| 10Y | +203.7% | +451.1% | -247.4% | +28.4% |
| All | +3,820.5% | +14,983.8% | -11,163.3% | +459.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling