+22.3%
PNC vs WTW
+3.0%
+19.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.5% |
| 7D | +1.4% | -2.6% | +4.0% | +1.8% |
| 30D | -3.8% | -1.0% | -2.8% | -3.7% |
| 3M | +9.0% | +29.9% | -20.9% | +3.9% |
| 6M | +16.6% | +10.7% | +5.9% | +14.2% |
| YTD | +20.4% | +2.6% | +17.9% | +19.3% |
| 1Y | +22.3% | +2.8% | +19.6% | +22.2% |
| All | +22.3% | +3.0% | +19.3% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling