+113.2%
WDC vs PNC
+32.8%
+80.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.8% | -8.5% | -7.4% |
| 7D | -18.3% | +2.3% | -20.6% | -19.0% |
| 30D | -26.7% | +7.0% | -33.6% | -28.6% |
| 3M | -40.9% | -7.3% | -33.7% | -38.8% |
| 6M | -26.8% | +8.9% | -35.7% | -31.1% |
| YTD | +88.2% | +15.5% | +72.7% | +68.6% |
| 1Y | +113.2% | +31.8% | +81.4% | +92.4% |
| All | +113.2% | +32.8% | +80.4% | +92.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling