+640.7%
ADI vs UAL
+83.8%
+556.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.0% | +6.1% | +1.6% |
| 7D | +13.4% | +0.7% | +12.7% | +13.1% |
| 30D | -1.3% | +7.8% | -9.1% | -3.4% |
| 3M | +6.8% | -11.1% | +17.9% | +9.8% |
| 6M | -1.9% | +16.1% | -18.0% | -6.7% |
| YTD | +52.3% | -0.5% | +52.8% | +49.3% |
| 1Y | +71.6% | +11.3% | +60.4% | +63.3% |
| 3Y | +148.9% | +192.8% | -43.9% | +78.5% |
| 5Y | +140.8% | +123.3% | +17.5% | +77.7% |
| All | +640.7% | +83.8% | +556.9% | +441.7% |
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