+59.6%
TXN vs PNC
+51.4%
+8.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.5% | +3.3% | +3.6% |
| 7D | +4.0% | -0.6% | +4.5% | +4.2% |
| 30D | -2.9% | -4.4% | +1.5% | -0.7% |
| 3M | -9.1% | +5.2% | -14.3% | -11.7% |
| 6M | +36.6% | +20.6% | +16.0% | +23.7% |
| YTD | +57.5% | +19.8% | +37.7% | +42.4% |
| 1Y | +49.5% | +24.4% | +25.1% | +32.4% |
| 3Y | +76.5% | +131.2% | -54.7% | +17.1% |
| All | +59.6% | +51.4% | +8.2% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling