+229.2%
TER vs PNC
+25.1%
+204.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.2% |
| 7D | +6.4% | -0.6% | +6.9% | +6.7% |
| 30D | -5.7% | -4.4% | -1.3% | -2.6% |
| 3M | -0.4% | +5.2% | -5.6% | -4.8% |
| 6M | +25.8% | +20.6% | +5.2% | +7.2% |
| YTD | +96.4% | +19.8% | +76.6% | +72.8% |
| 1Y | +229.2% | +24.4% | +204.8% | +175.8% |
| All | +229.2% | +25.1% | +204.1% | +175.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling