-35.7%
U vs PNC
+172.6%
-208.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.5% | +4.0% | +4.1% |
| 7D | +5.5% | -0.6% | +6.1% | +5.9% |
| 30D | -1.3% | -4.4% | +3.1% | +1.7% |
| 3M | +64.6% | +5.2% | +59.3% | +58.3% |
| 6M | +119.4% | +20.6% | +98.7% | +90.5% |
| YTD | -0.5% | +19.8% | -20.2% | -13.0% |
| 1Y | +1.3% | +24.4% | -23.1% | -13.8% |
| 3Y | +15.6% | +131.2% | -115.6% | -33.2% |
| 5Y | -67.5% | +53.1% | -120.6% | -77.7% |
| All | -35.7% | +172.6% | -208.3% | -37.8% |
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