+272.7%
PNC vs XME
+421.4%
-148.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +1.0% |
| 7D | -0.6% | -4.2% | +3.7% | +1.5% |
| 30D | -4.4% | -2.7% | -1.7% | -3.5% |
| 3M | +5.2% | -3.9% | +9.2% | +6.2% |
| 6M | +20.6% | -1.0% | +21.6% | +18.2% |
| YTD | +19.8% | +9.8% | +9.9% | +9.9% |
| 1Y | +24.4% | +32.5% | -8.1% | +1.9% |
| 3Y | +131.2% | +124.3% | +6.9% | +38.6% |
| 5Y | +53.1% | +165.8% | -112.7% | -20.7% |
| All | +272.7% | +421.4% | -148.7% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 10y: compounded portfolio wealth divided by compounded XME 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…
10y analysis · Full analysis span regression · 6 months rolling