+1,842.6%
UMC vs PNC
+279.5%
+1,563.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.8% | +2.2% |
| 7D | +9.0% | -0.6% | +9.6% | +9.2% |
| 30D | +17.2% | -4.4% | +21.6% | +18.9% |
| 3M | +11.4% | +5.2% | +6.2% | +9.1% |
| 6M | +137.5% | +20.6% | +116.9% | +121.8% |
| YTD | +193.1% | +19.8% | +173.3% | +173.6% |
| 1Y | +240.3% | +24.4% | +215.9% | +212.9% |
| 3Y | +262.2% | +131.2% | +130.9% | +163.1% |
| 5Y | +143.1% | +53.1% | +90.0% | +101.5% |
| All | +1,842.6% | +279.5% | +1,563.1% | +1,218.5% |
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