+96.5%
UAL vs PNC
+206.2%
-109.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.1% |
| 7D | +2.3% | -0.6% | +2.9% | +3.0% |
| 30D | +13.3% | +5.8% | +7.5% | +7.9% |
| 3M | -6.3% | -7.9% | +1.6% | +1.3% |
| 6M | +22.5% | +10.0% | +12.5% | +12.1% |
| YTD | +5.9% | +14.8% | -9.0% | -6.5% |
| 1Y | +24.7% | +29.7% | -5.0% | -1.5% |
| 3Y | +211.6% | +114.4% | +97.2% | +58.5% |
| 5Y | +130.6% | +36.0% | +94.6% | +74.9% |
| 10Y | +96.5% | +204.7% | -108.3% | -26.2% |
| All | +96.5% | +206.2% | -109.7% | -26.2% |
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