+21.3%
TFC vs PNC
+32.8%
-11.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.8% | +1.2% | +1.3% |
| 7D | +5.1% | +2.3% | +2.8% | +2.9% |
| 30D | +9.8% | +7.0% | +2.8% | +3.1% |
| 3M | -2.4% | -7.3% | +4.9% | +4.7% |
| 6M | +4.9% | +8.9% | -4.0% | -2.4% |
| YTD | +6.6% | +15.5% | -9.0% | -3.7% |
| 1Y | +21.3% | +31.8% | -10.5% | +0.3% |
| All | +21.3% | +32.8% | -11.5% | +0.3% |
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