+1,135.8%
URI vs PNC
+202.3%
+933.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.7% |
| 7D | +6.7% | +3.1% | +3.7% | +4.2% |
| 30D | +8.9% | +7.6% | +1.2% | +2.6% |
| 3M | +0.5% | -8.1% | +8.7% | +7.6% |
| 6M | +20.7% | +12.6% | +8.1% | +8.2% |
| YTD | +40.0% | +15.0% | +25.1% | +22.7% |
| 1Y | +34.4% | +30.4% | +4.0% | +5.7% |
| 3Y | +149.5% | +116.1% | +33.3% | +26.3% |
| 5Y | +205.6% | +37.5% | +168.1% | +123.3% |
| All | +1,135.8% | +202.3% | +933.5% | +379.4% |
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