+23.6%
SYY vs PNC
+51.4%
-27.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.9% |
| 7D | +3.9% | -0.6% | +4.5% | +4.1% |
| 30D | -1.7% | -4.4% | +2.6% | -0.4% |
| 3M | +5.2% | +5.2% | -0.1% | +3.2% |
| 6M | -0.2% | +20.6% | -20.8% | -6.5% |
| YTD | +15.4% | +19.8% | -4.4% | +7.9% |
| 1Y | +5.6% | +24.4% | -18.8% | -2.7% |
| 3Y | +28.9% | +131.2% | -102.4% | -7.5% |
| All | +23.6% | +51.4% | -27.8% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling