+18,229.0%
WDC vs PNC
+4,053.5%
+14,175.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.6% |
| 7D | +6.0% | +2.3% | +3.7% | +4.9% |
| 30D | +9.9% | -3.8% | +13.8% | +11.9% |
| 3M | -9.4% | +7.8% | -17.2% | -12.7% |
| 6M | +94.7% | +19.7% | +75.0% | +78.9% |
| YTD | +177.4% | +19.1% | +158.2% | +155.7% |
| 1Y | +412.6% | +23.1% | +389.5% | +363.2% |
| 3Y | +1,359.8% | +132.1% | +1,227.6% | +887.8% |
| 5Y | +992.6% | +52.2% | +940.3% | +786.9% |
| 10Y | +1,245.5% | +271.4% | +974.1% | +652.8% |
| All | +18,229.0% | +4,053.5% | +14,175.5% | +2,683.8% |
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