+277.6%
UNP vs PNC
+279.5%
-1.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -1.8% | -0.6% | -1.2% | -1.5% |
| 30D | -2.7% | -4.4% | +1.7% | -0.6% |
| 3M | +6.5% | +5.2% | +1.3% | +3.6% |
| 6M | +14.4% | +20.6% | -6.3% | +3.8% |
| YTD | +24.8% | +19.8% | +5.0% | +13.3% |
| 1Y | +34.4% | +24.4% | +10.0% | +19.4% |
| 3Y | +43.6% | +131.2% | -87.7% | -8.4% |
| 5Y | +53.2% | +53.1% | +0.1% | +17.3% |
| All | +277.6% | +279.5% | -1.9% | +79.9% |
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 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