+62,704.1%
SU vs PNC
+4,054.7%
+58,649.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.3% |
| 7D | +1.7% | -0.9% | +2.6% | +1.8% |
| 30D | +9.6% | -4.4% | +14.1% | +10.5% |
| 3M | +11.7% | +5.3% | +6.5% | +10.6% |
| 6M | +21.9% | +19.6% | +2.3% | +17.7% |
| YTD | +58.6% | +19.1% | +39.5% | +53.0% |
| 1Y | +66.5% | +24.3% | +42.2% | +59.2% |
| 3Y | +121.4% | +132.2% | -10.8% | +88.2% |
| 5Y | +355.7% | +52.3% | +303.4% | +314.8% |
| 10Y | +264.2% | +274.8% | -10.6% | +196.6% |
| All | +62,704.1% | +4,054.7% | +58,649.3% | +103,271.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling