+233.5%
SPOT vs PNC
+131.1%
+102.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -3.1% | -0.6% | -2.5% | -3.0% |
| 30D | +7.4% | -4.4% | +11.8% | +8.1% |
| 3M | +8.2% | +5.2% | +2.9% | +7.1% |
| 6M | +2.2% | +20.6% | -18.4% | -1.3% |
| YTD | -9.5% | +19.8% | -29.2% | -12.7% |
| 1Y | -23.8% | +24.4% | -48.3% | -27.1% |
| 3Y | +233.5% | +131.2% | +102.2% | +193.0% |
| All | +233.5% | +131.1% | +102.4% | +193.0% |
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