+1,802.9%
TER vs PNC
+277.5%
+1,525.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -4.1% |
| 7D | +9.4% | -0.9% | +10.3% | +9.9% |
| 30D | -2.4% | -4.4% | +2.0% | +0.2% |
| 3M | +6.5% | +5.3% | +1.3% | +2.9% |
| 6M | +23.2% | +19.6% | +3.6% | +10.6% |
| YTD | +91.5% | +19.1% | +72.3% | +72.7% |
| 1Y | +214.8% | +24.3% | +190.5% | +176.1% |
| 3Y | +275.3% | +132.2% | +143.1% | +129.9% |
| 5Y | +211.9% | +52.3% | +159.6% | +138.8% |
| All | +1,802.9% | +277.5% | +1,525.4% | +818.6% |
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