+417.4%
WDC vs PNC
+23.0%
+394.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.2% | +5.7% | +5.8% |
| 7D | +1.7% | +1.4% | +0.3% | +1.4% |
| 30D | -10.0% | -3.8% | -6.1% | -8.9% |
| 3M | -18.8% | +9.0% | -27.8% | -21.0% |
| 6M | +79.0% | +16.6% | +62.4% | +67.2% |
| YTD | +171.6% | +20.4% | +151.1% | +159.0% |
| 1Y | +417.4% | +22.3% | +395.0% | +381.2% |
| All | +417.4% | +23.0% | +394.4% | +381.2% |
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 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