+152.5%
ADBE vs UAL
+103.3%
+49.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.7% | -3.1% |
| 7D | -10.1% | +3.5% | -13.5% | -10.6% |
| 30D | -3.0% | -16.5% | +13.5% | -0.5% |
| 3M | +5.0% | +2.8% | +2.2% | +3.8% |
| 6M | -9.3% | +17.6% | -26.9% | -12.9% |
| YTD | -26.5% | -3.2% | -23.3% | -27.4% |
| 1Y | -28.3% | +0.4% | -28.7% | -29.9% |
| 3Y | -54.1% | +128.2% | -182.3% | -62.0% |
| 5Y | -61.2% | +137.7% | -198.9% | -68.8% |
| 10Y | +152.5% | +99.1% | +53.4% | +113.3% |
| All | +152.5% | +103.3% | +49.2% | +113.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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