+237.8%
TMUS vs PNC
+202.3%
+35.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.8% |
| 7D | +4.9% | +3.1% | +1.8% | +4.1% |
| 30D | +7.7% | +7.6% | +0.1% | +5.6% |
| 3M | -6.8% | -8.1% | +1.4% | -4.7% |
| 6M | -9.7% | +12.6% | -22.3% | -12.6% |
| YTD | -15.0% | +15.0% | -29.9% | -18.7% |
| 1Y | -19.1% | +30.4% | -49.5% | -25.5% |
| 3Y | +21.4% | +116.1% | -94.7% | -5.8% |
| 5Y | +51.2% | +37.5% | +13.7% | +32.9% |
| All | +237.8% | +202.3% | +35.5% | +121.0% |
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