+109.1%
ADI vs UAL
+127.4%
-18.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +0.8% |
| 7D | +0.4% | +0.7% | -0.3% | +0.2% |
| 30D | -3.8% | -16.1% | +12.3% | +1.5% |
| 3M | -15.3% | +6.1% | -21.4% | -17.3% |
| 6M | +6.7% | +10.8% | -4.2% | +1.6% |
| YTD | +34.8% | -0.4% | +35.2% | +31.7% |
| 1Y | +49.0% | +5.0% | +44.0% | +42.2% |
| All | +109.1% | +127.4% | -18.3% | +42.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling