+7,301.3%
STRL vs PNC
+268.7%
+7,032.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.8% |
| 7D | +8.2% | -0.7% | +8.9% | +8.7% |
| 30D | -6.3% | -4.4% | -1.9% | -3.5% |
| 3M | -41.2% | +4.5% | -45.7% | -43.1% |
| 6M | +20.4% | +19.1% | +1.3% | +7.4% |
| YTD | +61.7% | +18.0% | +43.7% | +44.5% |
| 1Y | +72.7% | +24.1% | +48.7% | +49.2% |
| 3Y | +530.9% | +130.0% | +400.9% | +255.2% |
| 5Y | +2,125.4% | +50.4% | +2,075.0% | +1,522.9% |
| 10Y | +7,301.3% | +271.3% | +7,030.1% | +3,086.7% |
| All | +7,301.3% | +268.7% | +7,032.6% | +3,086.7% |
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