+152.8%
RTX vs PNC
+133.3%
+19.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.7% |
| 7D | -3.1% | +2.3% | -5.4% | -3.6% |
| 30D | -10.6% | -3.8% | -6.7% | -9.7% |
| 3M | +11.6% | +7.8% | +3.9% | +9.6% |
| 6M | -4.5% | +19.7% | -24.2% | -8.5% |
| YTD | +9.6% | +19.1% | -9.5% | +4.8% |
| 1Y | +30.8% | +23.1% | +7.7% | +24.2% |
| 3Y | +152.8% | +132.1% | +20.7% | +118.7% |
| All | +152.8% | +133.3% | +19.5% | +118.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling