+35.1%
W vs PNC
+129.8%
-94.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +1.8% |
| 7D | +6.5% | +2.3% | +4.2% | +3.7% |
| 30D | -6.2% | -3.8% | -2.4% | -2.2% |
| 3M | +48.9% | +7.8% | +41.1% | +36.0% |
| 6M | +31.2% | +19.7% | +11.5% | +5.3% |
| YTD | -0.4% | +19.1% | -19.5% | -19.9% |
| 1Y | +14.8% | +23.1% | -8.3% | -11.6% |
| All | +35.1% | +129.8% | -94.8% | -47.2% |
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