+210.4%
URI vs PNC
+52.4%
+158.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.4% |
| 7D | +2.5% | +2.3% | +0.2% | +0.7% |
| 30D | -12.5% | -3.8% | -8.7% | -10.0% |
| 3M | -6.2% | +7.8% | -14.0% | -12.0% |
| 6M | +25.9% | +19.7% | +6.2% | +8.6% |
| YTD | +26.2% | +19.1% | +7.1% | +8.7% |
| 1Y | +5.5% | +23.1% | -17.6% | -11.8% |
| 3Y | +125.0% | +132.1% | -7.2% | +13.4% |
| 5Y | +210.4% | +52.2% | +158.2% | +106.8% |
| All | +210.4% | +52.4% | +158.0% | +106.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling