+3,877.1%
STRL vs PNC
+206.2%
+3,670.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.6% | +4.7% |
| 7D | +7.1% | -0.6% | +7.7% | +8.0% |
| 30D | -39.4% | +5.8% | -45.2% | -41.7% |
| 3M | -43.0% | -7.9% | -35.1% | -39.9% |
| 6M | -65.0% | +10.0% | -75.0% | -67.5% |
| YTD | -0.8% | +14.8% | -15.6% | -10.0% |
| 1Y | -20.3% | +29.7% | -50.0% | -33.4% |
| 3Y | +356.5% | +114.4% | +242.1% | +168.8% |
| 5Y | +952.8% | +36.0% | +916.9% | +721.9% |
| 10Y | +3,877.1% | +204.7% | +3,672.4% | +1,847.4% |
| All | +3,877.1% | +206.2% | +3,670.9% | +1,847.4% |
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