+113.8%
SYY vs PNC
+279.5%
-165.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.8% |
| 7D | +3.9% | -0.6% | +4.5% | +4.2% |
| 30D | -1.7% | -4.4% | +2.6% | +0.5% |
| 3M | +5.2% | +5.2% | -0.1% | +2.0% |
| 6M | -0.2% | +20.6% | -20.8% | -10.2% |
| YTD | +15.4% | +19.8% | -4.4% | +3.7% |
| 1Y | +5.6% | +24.4% | -18.8% | -7.4% |
| 3Y | +28.9% | +131.2% | -102.4% | -23.7% |
| 5Y | +24.1% | +53.1% | -29.0% | -9.1% |
| All | +113.8% | +279.5% | -165.7% | -0.6% |
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