+3,675.1%
PNC vs ZBRA
+8,767.1%
-5,091.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.4% |
| 7D | -0.7% | -1.8% | +1.1% | -0.3% |
| 30D | -4.4% | -8.8% | +4.4% | -2.4% |
| 3M | +4.5% | +47.2% | -42.7% | -5.5% |
| 6M | +19.1% | +61.3% | -42.2% | +4.9% |
| YTD | +18.0% | +42.0% | -24.0% | +6.6% |
| 1Y | +24.1% | +10.5% | +13.6% | +18.2% |
| 3Y | +130.0% | +34.5% | +95.5% | +106.0% |
| 5Y | +50.4% | -40.3% | +90.7% | +57.0% |
| 10Y | +271.3% | +421.5% | -150.2% | +142.2% |
| All | +3,675.1% | +8,767.1% | -5,091.9% | +1,554.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling