+240.3%
UMC vs PNC
+25.1%
+215.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.8% | +2.3% |
| 7D | +9.0% | -0.6% | +9.6% | +9.1% |
| 30D | +17.2% | -4.4% | +21.6% | +18.2% |
| 3M | +11.4% | +5.2% | +6.2% | +10.2% |
| 6M | +137.5% | +20.6% | +116.9% | +125.8% |
| YTD | +193.1% | +19.8% | +173.3% | +175.2% |
| 1Y | +240.3% | +24.4% | +215.9% | +206.5% |
| All | +240.3% | +25.1% | +215.2% | +206.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling