+164.1%
URI vs PNC
+112.9%
+51.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.6% | +4.3% | +4.9% |
| 7D | -4.0% | -0.2% | -3.9% | -3.8% |
| 30D | +6.8% | +6.5% | +0.3% | +2.2% |
| 3M | -2.8% | -7.6% | +4.8% | +2.8% |
| 6M | +20.9% | +8.5% | +12.4% | +12.3% |
| YTD | +40.2% | +14.5% | +25.8% | +24.1% |
| 1Y | +34.1% | +29.7% | +4.4% | +7.0% |
| 3Y | +164.1% | +115.7% | +48.5% | +38.6% |
| All | +164.1% | +112.9% | +51.2% | +38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling