+8,296.9%
WFC vs PNC
+3,908.5%
+4,388.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | -0.1% |
| 7D | +2.5% | +3.1% | -0.6% | +0.2% |
| 30D | +7.0% | +7.6% | -0.6% | +1.2% |
| 3M | -1.8% | -8.1% | +6.4% | +4.8% |
| 6M | +18.4% | +12.6% | +5.8% | +8.1% |
| YTD | -5.6% | +15.0% | -20.5% | -15.2% |
| 1Y | +3.9% | +30.4% | -26.5% | -15.3% |
| 3Y | +126.3% | +116.1% | +10.2% | +25.5% |
| 5Y | +91.1% | +37.5% | +53.7% | +47.7% |
| 10Y | +118.5% | +205.1% | -86.6% | -6.6% |
| All | +8,296.9% | +3,908.5% | +4,388.5% | +705.1% |
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