+77.5%
ADI vs UAL
+23.5%
+53.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.8% | +5.8% | +4.5% |
| 7D | +0.7% | +2.3% | -1.6% | +0.1% |
| 30D | +0.7% | +13.3% | -12.6% | -2.9% |
| 3M | +6.5% | -6.3% | +12.8% | +7.9% |
| 6M | -2.7% | +22.5% | -25.2% | -8.4% |
| YTD | +52.2% | +5.9% | +46.3% | +46.5% |
| 1Y | +77.5% | +24.7% | +52.8% | +54.6% |
| All | +77.5% | +23.5% | +53.9% | +54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling