+4,025.0%
PNC vs WST
+12,330.1%
-8,305.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | +1.4% | +0.7% | +0.7% | +1.2% |
| 30D | -3.8% | -3.1% | -0.7% | -2.9% |
| 3M | +9.0% | +7.2% | +1.8% | +6.4% |
| 6M | +16.6% | +36.8% | -20.2% | +4.8% |
| YTD | +20.4% | +23.8% | -3.4% | +11.1% |
| 1Y | +22.3% | +37.8% | -15.4% | +8.4% |
| 3Y | +124.5% | -15.9% | +140.4% | +114.1% |
| 5Y | +54.1% | -25.8% | +79.9% | +47.6% |
| 10Y | +276.3% | +319.6% | -43.3% | +74.0% |
| All | +4,025.0% | +12,330.1% | -8,305.1% | +526.0% |
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