+76.5%
TNA vs PNC
+279.5%
-203.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.2% |
| 7D | -7.3% | -0.6% | -6.7% | -6.4% |
| 30D | -14.2% | -4.4% | -9.8% | -7.7% |
| 3M | -4.6% | +5.2% | -9.8% | -13.2% |
| 6M | +36.9% | +20.6% | +16.3% | -0.2% |
| YTD | +42.5% | +19.8% | +22.8% | +4.6% |
| 1Y | +45.8% | +24.4% | +21.3% | +0.8% |
| 3Y | +104.7% | +131.2% | -26.6% | -42.4% |
| 5Y | -21.7% | +53.1% | -74.8% | -52.2% |
| All | +76.5% | +279.5% | -203.0% | -62.7% |
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