+66.2%
PWR vs PNC
+23.0%
+43.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | +3.6% | +1.4% | +2.2% | +3.1% |
| 30D | -8.6% | -3.8% | -4.8% | -7.4% |
| 3M | -13.2% | +9.0% | -22.2% | -16.1% |
| 6M | +9.9% | +16.6% | -6.8% | +3.5% |
| YTD | +48.0% | +20.4% | +27.6% | +36.5% |
| 1Y | +66.2% | +22.3% | +43.8% | +53.7% |
| All | +66.2% | +23.0% | +43.2% | +53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling