+152.3%
W vs PNC
+277.5%
-125.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.6% | -3.4% |
| 7D | +0.5% | -0.9% | +1.4% | +1.2% |
| 30D | -5.6% | -4.4% | -1.1% | -2.3% |
| 3M | +41.9% | +5.3% | +36.6% | +36.0% |
| 6M | +30.2% | +19.6% | +10.6% | +12.7% |
| YTD | -2.9% | +19.1% | -22.1% | -15.7% |
| 1Y | +11.6% | +24.3% | -12.7% | -6.6% |
| 3Y | +37.0% | +132.2% | -95.2% | -25.1% |
| 5Y | -62.8% | +52.3% | -115.2% | -72.1% |
| All | +152.3% | +277.5% | -125.2% | +4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling