+165.8%
RTX vs PNC
+50.6%
+115.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | 0.0% |
| 7D | -2.0% | -0.9% | -1.1% | -1.7% |
| 30D | -11.2% | -4.4% | -6.8% | -10.0% |
| 3M | +12.0% | +5.3% | +6.8% | +10.2% |
| 6M | -3.6% | +19.6% | -23.2% | -8.7% |
| YTD | +9.2% | +19.1% | -9.9% | +3.1% |
| 1Y | +29.7% | +24.3% | +5.4% | +20.8% |
| 3Y | +152.0% | +132.2% | +19.8% | +88.4% |
| 5Y | +165.8% | +52.3% | +113.4% | +126.6% |
| All | +165.8% | +50.6% | +115.2% | +126.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling