+8,026.5%
USB vs PNC
+3,812.9%
+4,213.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -0.2% |
| 7D | -1.5% | -2.2% | +0.7% | 0.0% |
| 30D | +4.3% | +3.9% | +0.4% | +1.7% |
| 3M | -6.1% | -10.4% | +4.3% | +1.0% |
| 6M | +9.4% | +4.1% | +5.3% | +6.9% |
| YTD | +15.2% | +12.2% | +3.0% | +7.2% |
| 1Y | +32.8% | +27.2% | +5.6% | +13.9% |
| 3Y | +91.3% | +104.8% | -13.5% | +21.8% |
| 5Y | +22.7% | +31.9% | -9.3% | +4.0% |
| 10Y | +97.0% | +233.3% | -136.3% | -4.2% |
| All | +8,026.5% | +3,812.9% | +4,213.7% | +1,260.7% |
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