+1,455.3%
XLK vs PNC
+987.7%
+467.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.7% |
| 7D | -0.4% | -0.9% | +0.5% | -0.1% |
| 30D | -0.5% | -4.4% | +4.0% | +1.0% |
| 3M | +5.0% | +5.3% | -0.3% | +3.0% |
| 6M | +32.9% | +19.6% | +13.3% | +24.7% |
| YTD | +29.0% | +19.1% | +9.8% | +21.0% |
| 1Y | +37.8% | +24.3% | +13.5% | +27.2% |
| 3Y | +118.7% | +132.2% | -13.5% | +62.3% |
| 5Y | +145.6% | +52.3% | +93.2% | +107.1% |
| 10Y | +791.5% | +274.8% | +516.7% | +442.0% |
| All | +1,455.3% | +987.7% | +467.6% | +421.6% |
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 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