+8,589.7%
PWR vs PNC
+963.2%
+7,626.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.8% |
| 7D | +4.5% | +2.3% | +2.2% | +3.4% |
| 30D | -4.9% | -3.8% | -1.1% | -3.3% |
| 3M | -7.9% | +7.8% | -15.7% | -11.2% |
| 6M | +18.3% | +19.7% | -1.4% | +8.9% |
| YTD | +51.5% | +19.1% | +32.4% | +39.3% |
| 1Y | +70.3% | +23.1% | +47.2% | +53.9% |
| 3Y | +210.6% | +132.1% | +78.5% | +107.3% |
| 5Y | +456.7% | +52.2% | +404.4% | +339.2% |
| 10Y | +2,396.1% | +271.4% | +2,124.7% | +1,202.2% |
| All | +8,589.7% | +963.2% | +7,626.5% | +2,346.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling