+50.9%
PNC vs WWD
+184.1%
-133.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.1% |
| 7D | -0.6% | -2.6% | +2.0% | +0.3% |
| 30D | -4.4% | -6.9% | +2.5% | -2.1% |
| 3M | +5.2% | -13.0% | +18.3% | +9.7% |
| 6M | +20.6% | -12.5% | +33.1% | +24.5% |
| YTD | +19.8% | +11.8% | +7.9% | +12.4% |
| 1Y | +24.4% | +41.1% | -16.6% | +6.1% |
| 3Y | +131.2% | +163.1% | -31.8% | +48.5% |
| All | +50.9% | +184.1% | -133.2% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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