+31.1%
USB vs PNC
+28.8%
+2.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +1.2% | +1.9% | -0.7% | -0.6% |
| 30D | +6.3% | +6.2% | +0.1% | +0.4% |
| 3M | -6.1% | -8.7% | +2.6% | +2.2% |
| 6M | +13.0% | +9.2% | +3.8% | +4.5% |
| YTD | +16.6% | +14.3% | +2.2% | +4.0% |
| 1Y | +31.1% | +27.7% | +3.5% | +5.9% |
| All | +31.1% | +28.8% | +2.3% | +5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling