+52.3%
PNC vs WU
-51.6%
+103.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | -0.9% | -5.0% | +4.1% | +0.8% |
| 30D | -4.4% | -2.3% | -2.2% | -3.8% |
| 3M | +5.3% | -3.2% | +8.5% | +4.6% |
| 6M | +19.6% | -25.0% | +44.6% | +30.3% |
| YTD | +19.1% | -21.7% | +40.8% | +27.3% |
| 1Y | +24.3% | -9.0% | +33.3% | +24.1% |
| 3Y | +132.2% | -28.9% | +161.1% | +151.6% |
| 5Y | +52.3% | -51.0% | +103.3% | +81.6% |
| All | +52.3% | -51.6% | +103.9% | +81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling