+283.9%
RTX vs PNC
+268.7%
+15.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -1.6% | -0.7% | -0.9% | -1.2% |
| 30D | -11.6% | -4.4% | -7.2% | -9.5% |
| 3M | +9.2% | +4.5% | +4.7% | +6.5% |
| 6M | -4.4% | +19.1% | -23.5% | -13.0% |
| YTD | +8.9% | +18.0% | -9.1% | -1.0% |
| 1Y | +32.1% | +24.1% | +8.1% | +16.6% |
| 3Y | +151.2% | +130.0% | +21.2% | +50.5% |
| 5Y | +162.9% | +50.4% | +112.5% | +94.9% |
| 10Y | +283.9% | +271.3% | +12.7% | +74.2% |
| All | +283.9% | +268.7% | +15.2% | +74.2% |
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 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