+8,398.6%
TPR vs PNC
+644.9%
+7,753.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.7% |
| 7D | +14.2% | -1.1% | +15.3% | +14.7% |
| 30D | +17.1% | +4.5% | +12.6% | +14.4% |
| 3M | -17.7% | -10.0% | -7.7% | -13.3% |
| 6M | -10.2% | +3.1% | -13.3% | -11.9% |
| YTD | +4.9% | +11.5% | -6.6% | -1.2% |
| 1Y | +36.1% | +27.3% | +8.9% | +19.8% |
| 3Y | +416.5% | +106.4% | +310.1% | +252.3% |
| 5Y | +254.8% | +31.1% | +223.7% | +203.0% |
| 10Y | +391.7% | +231.3% | +160.4% | +179.4% |
| All | +8,398.6% | +644.9% | +7,753.7% | +2,432.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling