+438.6%
PWR vs PNC
+50.6%
+388.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.3% | -1.7% |
| 7D | -0.2% | -0.9% | +0.7% | +0.2% |
| 30D | -7.7% | -4.4% | -3.3% | -6.0% |
| 3M | -4.9% | +5.3% | -10.2% | -7.2% |
| 6M | +9.7% | +19.6% | -9.8% | +1.3% |
| YTD | +46.7% | +19.1% | +27.5% | +35.1% |
| 1Y | +58.7% | +24.3% | +34.4% | +43.2% |
| 3Y | +200.7% | +132.2% | +68.5% | +99.9% |
| 5Y | +438.6% | +52.3% | +386.2% | +335.1% |
| All | +438.6% | +50.6% | +388.0% | +335.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling