+6,893.4%
URI vs PNC
+932.3%
+5,961.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.0% | +1.4% | -3.4% | -2.8% |
| 30D | -12.9% | -3.8% | -9.1% | -11.0% |
| 3M | -6.7% | +9.0% | -15.8% | -11.7% |
| 6M | +19.0% | +16.6% | +2.3% | +8.2% |
| YTD | +25.5% | +20.4% | +5.1% | +11.6% |
| 1Y | +5.5% | +22.3% | -16.8% | -7.3% |
| 3Y | +111.3% | +124.5% | -13.2% | +30.1% |
| 5Y | +198.6% | +54.1% | +144.5% | +128.9% |
| 10Y | +1,179.9% | +276.3% | +903.6% | +519.1% |
| All | +6,893.4% | +932.3% | +5,961.1% | +1,363.7% |
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