+736.3%
TT vs PNC
+202.3%
+534.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -2.0% | -1.7% |
| 7D | +4.0% | +3.1% | +1.0% | +2.6% |
| 30D | -11.3% | +7.6% | -19.0% | -14.3% |
| 3M | -12.3% | -8.1% | -4.2% | -8.9% |
| 6M | -10.8% | +12.6% | -23.4% | -15.8% |
| YTD | +8.2% | +15.0% | -6.8% | +0.9% |
| 1Y | +1.5% | +30.4% | -28.9% | -10.8% |
| 3Y | +91.5% | +116.1% | -24.7% | +29.1% |
| 5Y | +130.2% | +37.5% | +92.7% | +89.2% |
| All | +736.3% | +202.3% | +534.0% | +359.5% |
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