+3,816.0%
PNC vs WST
+14,947.6%
-11,131.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.9% | +4.9% | -3.0% | +0.4% |
| 30D | +6.2% | +10.7% | -4.5% | +2.9% |
| 3M | -8.7% | +16.8% | -25.6% | -13.2% |
| 6M | +9.2% | +32.0% | -22.8% | -0.3% |
| YTD | +14.3% | +49.9% | -35.6% | -0.8% |
| 1Y | +27.7% | +50.6% | -23.0% | +10.5% |
| 3Y | +113.5% | +21.4% | +92.1% | +80.4% |
| 5Y | +36.7% | -0.6% | +37.3% | +19.1% |
| 10Y | +203.4% | +449.4% | -246.0% | +28.4% |
| All | +3,816.0% | +14,947.6% | -11,131.6% | +459.3% |
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