+558.6%
QQQ vs PNC
+279.5%
+279.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | -0.6% | -0.6% | 0.0% | -0.4% |
| 30D | -1.2% | -4.4% | +3.2% | +0.4% |
| 3M | -0.2% | +5.2% | -5.4% | -2.3% |
| 6M | +17.9% | +20.6% | -2.7% | +9.5% |
| YTD | +16.6% | +19.8% | -3.1% | +8.3% |
| 1Y | +23.0% | +24.4% | -1.4% | +12.3% |
| 3Y | +92.9% | +131.2% | -38.3% | +37.5% |
| 5Y | +95.6% | +53.1% | +42.5% | +60.5% |
| All | +558.6% | +279.5% | +279.1% | +304.0% |
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