+130.1%
PNC vs WU
-29.2%
+159.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | -0.9% | -5.0% | +4.1% | +0.4% |
| 30D | -4.4% | -2.3% | -2.2% | -3.9% |
| 3M | +5.3% | -3.2% | +8.5% | +4.6% |
| 6M | +19.6% | -25.0% | +44.6% | +28.5% |
| YTD | +19.1% | -21.7% | +40.8% | +25.9% |
| 1Y | +24.3% | -9.0% | +33.3% | +23.7% |
| All | +130.1% | -29.2% | +159.2% | +142.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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