+1,646.5%
QLD vs PNC
+272.2%
+1,374.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.6% |
| 7D | +3.0% | +2.3% | +0.7% | +1.3% |
| 30D | -1.8% | -3.8% | +2.0% | +0.9% |
| 3M | -1.8% | +7.8% | -9.6% | -7.6% |
| 6M | +36.9% | +19.7% | +17.2% | +18.7% |
| YTD | +28.7% | +19.1% | +9.6% | +11.3% |
| 1Y | +41.9% | +23.1% | +18.8% | +19.1% |
| 3Y | +184.2% | +132.1% | +52.1% | +46.0% |
| 5Y | +122.1% | +52.2% | +69.9% | +58.7% |
| 10Y | +1,646.5% | +271.4% | +1,375.1% | +614.4% |
| All | +1,646.5% | +272.2% | +1,374.3% | +614.4% |
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