+272.7%
PNC vs ZBRA
+435.2%
-162.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | -0.1% |
| 7D | -0.6% | -3.4% | +2.9% | +0.6% |
| 30D | -4.4% | -7.4% | +3.0% | -2.0% |
| 3M | +5.2% | +57.5% | -52.3% | -11.3% |
| 6M | +20.6% | +64.0% | -43.3% | -0.7% |
| YTD | +19.8% | +44.3% | -24.5% | +2.3% |
| 1Y | +24.4% | +10.9% | +13.6% | +15.8% |
| 3Y | +131.2% | +37.5% | +93.7% | +92.2% |
| 5Y | +53.1% | -39.7% | +92.8% | +63.4% |
| All | +272.7% | +435.2% | -162.5% | +102.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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