+140.0%
TRV vs PNC
+129.9%
+10.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.3% |
| 7D | -1.5% | -0.9% | -0.6% | -1.2% |
| 30D | -1.8% | -4.4% | +2.6% | -0.5% |
| 3M | +21.6% | +5.3% | +16.3% | +19.5% |
| 6M | +22.5% | +19.6% | +2.9% | +15.8% |
| YTD | +28.1% | +19.1% | +9.0% | +20.9% |
| 1Y | +37.0% | +24.3% | +12.7% | +27.4% |
| All | +140.0% | +129.9% | +10.1% | +99.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling