-65.4%
TEAM vs PNC
+36.8%
-102.3%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.1% | -1.8% |
| 7D | -2.4% | +3.1% | -5.5% | -4.0% |
| 30D | -26.7% | +7.6% | -34.4% | -29.7% |
| 3M | -9.6% | -8.1% | -1.5% | -5.6% |
| 6M | +86.0% | +12.6% | +73.4% | +72.0% |
| YTD | -7.5% | +15.0% | -22.4% | -17.0% |
| 1Y | -1.4% | +30.4% | -31.8% | -18.6% |
| 3Y | -14.3% | +116.1% | -130.5% | -50.3% |
| All | -65.4% | +36.8% | -102.3% | -72.6% |
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 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