+252.8%
SPOT vs PNC
+119.3%
+133.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -3.1% | -0.6% | -2.5% | -2.9% |
| 30D | +7.4% | -4.4% | +11.8% | +8.7% |
| 3M | +8.2% | +5.2% | +2.9% | +6.4% |
| 6M | +2.2% | +20.6% | -18.4% | -3.5% |
| YTD | -9.5% | +19.8% | -29.2% | -14.7% |
| 1Y | -23.8% | +24.4% | -48.3% | -29.2% |
| 3Y | +233.5% | +131.2% | +102.2% | +151.1% |
| 5Y | +112.2% | +53.1% | +59.1% | +80.6% |
| All | +252.8% | +119.3% | +133.5% | +147.1% |
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