+378.1%
PSX vs PNC
+279.5%
+98.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | 0.0% |
| 7D | +1.7% | -0.6% | +2.3% | +2.0% |
| 30D | +15.6% | -4.4% | +20.0% | +18.8% |
| 3M | +46.5% | +5.2% | +41.2% | +41.2% |
| 6M | +55.0% | +20.6% | +34.4% | +35.6% |
| YTD | +105.3% | +19.8% | +85.5% | +79.4% |
| 1Y | +101.6% | +24.4% | +77.2% | +71.1% |
| 3Y | +134.1% | +131.2% | +2.9% | +28.9% |
| 5Y | +368.7% | +53.1% | +315.6% | +229.6% |
| All | +378.1% | +279.5% | +98.6% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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