+131.2%
PNC vs WY
-24.8%
+156.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -0.6% | -4.2% | +3.6% | +1.3% |
| 30D | -4.4% | -10.1% | +5.7% | +0.1% |
| 3M | +5.2% | -8.5% | +13.7% | +8.9% |
| 6M | +20.6% | -3.3% | +24.0% | +21.2% |
| YTD | +19.8% | -4.4% | +24.2% | +20.3% |
| 1Y | +24.4% | -11.5% | +35.9% | +30.1% |
| 3Y | +131.2% | -24.3% | +155.6% | +155.9% |
| All | +131.2% | -24.8% | +156.0% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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