-64.8%
AAL vs PNC
+279.5%
-344.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +0.8% |
| 7D | -0.9% | -0.6% | -0.4% | -0.4% |
| 30D | -12.9% | -4.4% | -8.5% | -9.4% |
| 3M | -11.2% | +5.2% | -16.4% | -15.0% |
| 6M | +17.8% | +20.6% | -2.8% | +0.1% |
| YTD | -15.1% | +19.8% | -34.9% | -27.4% |
| 1Y | +0.5% | +24.4% | -24.0% | -17.0% |
| 3Y | -7.7% | +131.2% | -138.9% | -55.2% |
| 5Y | -31.3% | +53.1% | -84.5% | -53.3% |
| All | -64.8% | +279.5% | -344.3% | -87.0% |
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