+265.2%
SU vs PNC
+279.5%
-14.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.4% |
| 7D | +2.2% | -0.6% | +2.8% | +2.5% |
| 30D | +8.4% | -4.4% | +12.8% | +10.9% |
| 3M | +12.1% | +5.2% | +6.9% | +8.5% |
| 6M | +19.7% | +20.6% | -1.0% | +6.9% |
| YTD | +58.4% | +19.8% | +38.6% | +41.1% |
| 1Y | +67.2% | +24.4% | +42.8% | +45.3% |
| 3Y | +125.0% | +131.2% | -6.2% | +31.4% |
| 5Y | +355.1% | +53.1% | +302.0% | +229.5% |
| All | +265.2% | +279.5% | -14.3% | +65.1% |
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