+539.9%
STRL vs PNC
+133.3%
+406.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +4.0% |
| 7D | +10.1% | +2.3% | +7.8% | +8.4% |
| 30D | -8.2% | -3.8% | -4.4% | -5.8% |
| 3M | -43.7% | +7.8% | -51.5% | -46.7% |
| 6M | +27.1% | +19.7% | +7.4% | +13.2% |
| YTD | +64.0% | +19.1% | +44.9% | +45.6% |
| 1Y | +75.2% | +23.1% | +52.0% | +52.2% |
| 3Y | +539.9% | +132.1% | +407.8% | +317.0% |
| All | +539.9% | +133.3% | +406.6% | +317.0% |
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