+128.2%
UAL vs PNC
+133.3%
-5.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -1.7% |
| 7D | +3.4% | +2.3% | +1.2% | +1.1% |
| 30D | -16.5% | -3.8% | -12.6% | -13.0% |
| 3M | +2.8% | +7.8% | -5.0% | -4.9% |
| 6M | +17.6% | +19.7% | -2.1% | -2.3% |
| YTD | -3.2% | +19.1% | -22.3% | -19.0% |
| 1Y | +0.4% | +23.1% | -22.7% | -18.8% |
| 3Y | +128.2% | +132.1% | -4.0% | +15.8% |
| All | +128.2% | +133.3% | -5.2% | +15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling