+98.3%
USB vs PNC
+125.4%
-27.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.4% |
| 7D | +1.4% | +1.4% | 0.0% | +0.1% |
| 30D | -1.3% | -3.8% | +2.5% | +2.4% |
| 3M | +15.2% | +9.0% | +6.2% | +6.4% |
| 6M | +18.8% | +16.6% | +2.2% | +3.0% |
| YTD | +21.0% | +20.4% | +0.6% | +1.7% |
| 1Y | +34.0% | +22.3% | +11.7% | +10.8% |
| All | +98.3% | +125.4% | -27.2% | -11.1% |
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