+14,183.4%
TER vs PNC
+4,099.5%
+10,083.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | +0.6% | +1.4% | -0.8% | 0.0% |
| 30D | -8.3% | -3.8% | -4.4% | -6.5% |
| 3M | -12.2% | +9.0% | -21.2% | -16.1% |
| 6M | +17.1% | +16.6% | +0.4% | +8.8% |
| YTD | +84.7% | +20.4% | +64.2% | +69.1% |
| 1Y | +199.9% | +22.3% | +177.6% | +171.9% |
| 3Y | +232.8% | +124.5% | +108.2% | +125.3% |
| 5Y | +198.6% | +54.1% | +144.5% | +139.6% |
| 10Y | +1,669.7% | +276.3% | +1,393.5% | +790.6% |
| All | +14,183.4% | +4,099.5% | +10,083.9% | +1,703.1% |
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