+0.8%
TFC vs PNC
+36.8%
-36.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +0.7% |
| 7D | +2.3% | +3.1% | -0.8% | -0.7% |
| 30D | +10.8% | +7.6% | +3.2% | +3.2% |
| 3M | -3.8% | -8.1% | +4.4% | +4.5% |
| 6M | +9.6% | +12.6% | -3.0% | -2.1% |
| YTD | +5.8% | +15.0% | -9.2% | -7.6% |
| 1Y | +16.2% | +30.4% | -14.2% | -10.3% |
| 3Y | +96.0% | +116.1% | -20.2% | -7.2% |
| All | +0.8% | +36.8% | -36.1% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling