+310.4%
WM vs PNC
+268.7%
+41.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.4% |
| 7D | -1.2% | -0.7% | -0.5% | -1.0% |
| 30D | -4.5% | -4.4% | -0.1% | -3.4% |
| 3M | -2.2% | +4.5% | -6.7% | -3.4% |
| 6M | -11.5% | +19.1% | -30.5% | -15.7% |
| YTD | -0.7% | +18.0% | -18.7% | -5.5% |
| 1Y | +0.3% | +24.1% | -23.7% | -6.0% |
| 3Y | +44.2% | +130.0% | -85.8% | +10.3% |
| 5Y | +51.6% | +50.4% | +1.2% | +29.5% |
| 10Y | +310.4% | +271.3% | +39.1% | +150.6% |
| All | +310.4% | +268.7% | +41.7% | +150.6% |
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