+802.8%
TEAM vs PNC
+268.6%
+534.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | -0.4% | +1.4% | -1.8% | -0.9% |
| 30D | +67.3% | -3.8% | +71.1% | +69.3% |
| 3M | +86.8% | +9.0% | +77.8% | +81.0% |
| 6M | +146.8% | +16.6% | +130.2% | +132.3% |
| YTD | +16.9% | +20.4% | -3.5% | +8.4% |
| 1Y | +12.8% | +22.3% | -9.5% | +3.9% |
| 3Y | -7.3% | +124.5% | -131.8% | -30.5% |
| 5Y | -50.7% | +54.1% | -104.8% | -58.8% |
| 10Y | +529.8% | +276.3% | +253.6% | +236.3% |
| All | +802.8% | +268.6% | +534.1% | +414.4% |
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