+630.6%
ADI vs UAL
+106.7%
+523.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.8% | +1.8% | +6.8% |
| 7D | -4.4% | +10.2% | -14.6% | -6.8% |
| 30D | -2.8% | +12.0% | -14.9% | -5.8% |
| 3M | +1.5% | -7.1% | +8.6% | +3.2% |
| 6M | -4.7% | +20.9% | -25.6% | -10.3% |
| YTD | +46.8% | +7.7% | +39.2% | +41.1% |
| 1Y | +74.9% | +23.6% | +51.3% | +61.9% |
| 3Y | +147.4% | +222.6% | -75.1% | +73.2% |
| 5Y | +131.9% | +127.9% | +4.0% | +69.8% |
| 10Y | +630.6% | +100.2% | +530.4% | +403.3% |
| All | +630.6% | +106.7% | +523.9% | +403.3% |
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