+279.7%
UAL vs PNC
+559.6%
-279.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.6% | +4.1% | +4.9% |
| 7D | +10.2% | -0.2% | +10.4% | +10.5% |
| 30D | +12.0% | +6.5% | +5.5% | +7.3% |
| 3M | -7.1% | -7.6% | +0.5% | -1.4% |
| 6M | +20.9% | +8.5% | +12.4% | +14.2% |
| YTD | +7.7% | +14.5% | -6.8% | -1.7% |
| 1Y | +23.6% | +29.7% | -6.1% | +3.3% |
| 3Y | +222.6% | +115.7% | +106.9% | +92.3% |
| 5Y | +127.9% | +34.6% | +93.3% | +88.0% |
| 10Y | +100.2% | +217.8% | -117.6% | -4.0% |
| All | +279.7% | +559.6% | -279.9% | +12.9% |
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