+203.4%
RSP vs PNC
+277.5%
-74.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.6% | -1.1% |
| 7D | -3.1% | -0.9% | -2.2% | -2.7% |
| 30D | -3.4% | -4.4% | +1.0% | -1.4% |
| 3M | +3.6% | +5.3% | -1.7% | +0.9% |
| 6M | +9.0% | +19.6% | -10.6% | -0.3% |
| YTD | +12.2% | +19.1% | -7.0% | +2.4% |
| 1Y | +15.6% | +24.3% | -8.7% | +3.1% |
| 3Y | +51.6% | +132.2% | -80.5% | -2.2% |
| 5Y | +50.4% | +52.3% | -1.9% | +16.7% |
| All | +203.4% | +277.5% | -74.1% | +51.4% |
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