+41.9%
TMUS vs PNC
+51.0%
-9.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -2.2% |
| 7D | -5.3% | -0.7% | -4.6% | -5.2% |
| 30D | +0.1% | -4.4% | +4.5% | +0.9% |
| 3M | -0.6% | +4.5% | -5.1% | -1.3% |
| 6M | -17.5% | +19.1% | -36.6% | -20.1% |
| YTD | -11.3% | +18.0% | -29.3% | -14.3% |
| 1Y | -25.4% | +24.1% | -49.4% | -28.8% |
| 3Y | +35.5% | +130.0% | -94.5% | +10.5% |
| 5Y | +41.9% | +50.4% | -8.5% | +28.0% |
| All | +41.9% | +51.0% | -9.1% | +28.0% |
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 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