+281.8%
QCOM vs PNC
+268.7%
+13.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.8% |
| 7D | +4.4% | -0.7% | +5.1% | +4.7% |
| 30D | +9.4% | -4.4% | +13.8% | +11.7% |
| 3M | -13.7% | +4.5% | -18.2% | -15.8% |
| 6M | +28.9% | +19.1% | +9.8% | +17.3% |
| YTD | +4.7% | +18.0% | -13.3% | -4.7% |
| 1Y | +13.5% | +24.1% | -10.6% | +0.5% |
| 3Y | +77.1% | +130.0% | -52.9% | +14.1% |
| 5Y | +38.9% | +50.4% | -11.5% | +8.8% |
| 10Y | +281.8% | +271.3% | +10.5% | +103.1% |
| All | +281.8% | +268.7% | +13.0% | +103.1% |
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