+748.4%
TT vs PNC
+200.7%
+547.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | 0.0% |
| 7D | +8.1% | +1.9% | +6.2% | +7.2% |
| 30D | -11.3% | +6.2% | -17.5% | -13.7% |
| 3M | -11.2% | -8.7% | -2.4% | -7.5% |
| 6M | -8.9% | +9.2% | -18.1% | -12.8% |
| YTD | +9.7% | +14.3% | -4.6% | +2.6% |
| 1Y | +1.3% | +27.7% | -26.4% | -10.1% |
| 3Y | +93.4% | +113.5% | -20.1% | +31.2% |
| 5Y | +133.5% | +36.7% | +96.8% | +92.4% |
| All | +748.4% | +200.7% | +547.8% | +367.4% |
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