+3,341.8%
V vs PNC
+512.3%
+2,829.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +0.9% | +3.1% | -2.1% | -0.2% |
| 30D | +9.0% | +7.6% | +1.3% | +6.1% |
| 3M | +16.7% | -8.1% | +24.9% | +20.3% |
| 6M | +33.4% | +12.6% | +20.8% | +27.5% |
| YTD | +22.4% | +15.0% | +7.4% | +15.7% |
| 1Y | +27.7% | +30.4% | -2.7% | +15.2% |
| 3Y | +78.0% | +116.1% | -38.2% | +31.4% |
| 5Y | +108.5% | +37.5% | +71.0% | +78.6% |
| 10Y | +459.0% | +205.1% | +253.9% | +245.4% |
| All | +3,341.8% | +512.3% | +2,829.5% | +1,432.3% |
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