+2,926.4%
V vs PNC
+541.5%
+2,384.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -1.7% | +1.4% | -3.1% | -2.2% |
| 30D | +2.0% | -3.8% | +5.8% | +3.4% |
| 3M | +17.4% | +9.0% | +8.3% | +13.6% |
| 6M | +17.5% | +16.6% | +0.9% | +10.7% |
| YTD | +7.6% | +20.4% | -12.8% | +0.1% |
| 1Y | +7.7% | +22.3% | -14.6% | -0.6% |
| 3Y | +54.7% | +124.5% | -69.9% | +12.2% |
| 5Y | +73.0% | +54.1% | +19.0% | +42.1% |
| 10Y | +390.9% | +276.3% | +114.6% | +182.1% |
| All | +2,926.4% | +541.5% | +2,384.9% | +1,225.1% |
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 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