+36.2%
QCOM vs PNC
+52.4%
-16.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.8% |
| 7D | +5.1% | +2.3% | +2.8% | +3.7% |
| 30D | +4.3% | -3.8% | +8.1% | +6.5% |
| 3M | -19.6% | +7.8% | -27.4% | -23.4% |
| 6M | +29.5% | +19.7% | +9.8% | +15.5% |
| YTD | +3.4% | +19.1% | -15.7% | -8.0% |
| 1Y | +10.9% | +23.1% | -12.2% | -3.5% |
| 3Y | +74.8% | +132.1% | -57.4% | +1.3% |
| 5Y | +36.2% | +52.2% | -16.0% | +1.2% |
| All | +36.2% | +52.4% | -16.2% | +1.2% |
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