+7,551.9%
URI vs PNC
+881.1%
+6,670.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -6.0% | +0.8% | -6.8% | -6.3% |
| 30D | +4.6% | +6.5% | -1.9% | +0.9% |
| 3M | -2.7% | -7.3% | +4.6% | +1.7% |
| 6M | +18.4% | +8.5% | +9.9% | +12.2% |
| YTD | +37.4% | +14.5% | +22.9% | +25.8% |
| 1Y | +30.4% | +29.1% | +1.3% | +11.1% |
| 3Y | +147.9% | +113.7% | +34.2% | +57.3% |
| 5Y | +202.1% | +35.7% | +166.4% | +149.1% |
| 10Y | +1,182.4% | +203.7% | +978.8% | +593.0% |
| All | +7,551.9% | +881.1% | +6,670.8% | +1,549.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling