+449.1%
SN vs PNC
+92.2%
+356.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | +3.5% | -0.6% | +4.1% | +3.9% |
| 30D | +19.4% | +5.8% | +13.6% | +14.6% |
| 3M | +20.9% | -7.9% | +28.8% | +28.2% |
| 6M | +111.1% | +10.0% | +101.1% | +95.2% |
| YTD | +102.8% | +14.8% | +88.0% | +80.5% |
| 1Y | +146.2% | +29.7% | +116.5% | +100.3% |
| 3Y | +441.4% | +114.4% | +327.0% | +228.9% |
| All | +449.1% | +92.2% | +356.9% | +256.5% |
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