+142.7%
WFC vs PNC
+277.5%
-134.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -1.1% |
| 7D | +0.3% | -0.9% | +1.2% | +1.1% |
| 30D | +2.3% | -4.4% | +6.7% | +6.3% |
| 3M | +9.8% | +5.3% | +4.5% | +4.9% |
| 6M | +15.6% | +19.6% | -4.0% | -1.1% |
| YTD | -2.4% | +19.1% | -21.6% | -16.4% |
| 1Y | +13.8% | +24.3% | -10.5% | -6.2% |
| 3Y | +134.6% | +132.2% | +2.4% | +11.6% |
| 5Y | +127.9% | +52.3% | +75.6% | +54.0% |
| All | +142.7% | +277.5% | -134.9% | -28.0% |
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