+636.2%
ADI vs UAL
+99.5%
+536.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.5% | -0.4% |
| 7D | -6.3% | +12.5% | -18.8% | -9.2% |
| 30D | -3.2% | +12.2% | -15.4% | -6.2% |
| 3M | +2.8% | -2.6% | +5.3% | +3.2% |
| 6M | -5.0% | +21.1% | -26.1% | -10.6% |
| YTD | +46.3% | +7.8% | +38.5% | +40.6% |
| 1Y | +71.6% | +25.4% | +46.2% | +58.3% |
| 3Y | +139.2% | +217.3% | -78.2% | +68.1% |
| 5Y | +136.4% | +132.9% | +3.5% | +72.3% |
| 10Y | +636.2% | +101.1% | +535.1% | +417.5% |
| All | +636.2% | +99.5% | +536.7% | +417.5% |
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