+1,365.9%
ADI vs UAL
+246.2%
+1,119.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.4% |
| 7D | -12.8% | +8.2% | -21.0% | -14.0% |
| 30D | -11.3% | +2.3% | -13.7% | -11.8% |
| 3M | -3.4% | -12.7% | +9.3% | -1.3% |
| 6M | -12.0% | +12.7% | -24.7% | -14.2% |
| YTD | +35.3% | +0.8% | +34.4% | +33.5% |
| 1Y | +58.1% | +17.8% | +40.3% | +52.1% |
| 3Y | +127.4% | +206.7% | -79.3% | +84.9% |
| 5Y | +114.6% | +113.9% | +0.7% | +80.6% |
| 10Y | +589.3% | +97.0% | +492.4% | +446.2% |
| All | +1,365.9% | +246.2% | +1,119.6% | +763.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling