+1,271.8%
URI vs PNC
+268.7%
+1,003.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.3% | +2.1% |
| 7D | +5.0% | -0.7% | +5.7% | +5.6% |
| 30D | -9.4% | -4.4% | -5.0% | -6.1% |
| 3M | -5.8% | +4.5% | -10.3% | -9.8% |
| 6M | +25.8% | +19.1% | +6.8% | +7.7% |
| YTD | +27.9% | +18.0% | +9.9% | +9.6% |
| 1Y | +9.7% | +24.1% | -14.3% | -10.4% |
| 3Y | +128.0% | +130.0% | -2.0% | +8.5% |
| 5Y | +212.4% | +50.4% | +162.0% | +110.4% |
| 10Y | +1,271.8% | +271.3% | +1,000.5% | +237.1% |
| All | +1,271.8% | +268.7% | +1,003.1% | +237.1% |
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