+611.3%
ADI vs UAL
+103.3%
+508.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +1.0% |
| 7D | +2.4% | +3.4% | -1.0% | +1.5% |
| 30D | -6.6% | -16.5% | +9.9% | -2.2% |
| 3M | -9.8% | +2.8% | -12.6% | -10.8% |
| 6M | +15.7% | +17.6% | -1.9% | +9.5% |
| YTD | +35.1% | -3.2% | +38.3% | +33.7% |
| 1Y | +47.7% | +0.4% | +47.3% | +44.2% |
| 3Y | +114.5% | +128.2% | -13.7% | +63.3% |
| 5Y | +141.2% | +137.7% | +3.5% | +75.6% |
| 10Y | +611.3% | +99.1% | +512.2% | +396.4% |
| All | +611.3% | +103.3% | +508.0% | +396.4% |
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