+30.8%
ASML vs UAL
+19.7%
+11.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.6% | -4.8% | -7.5% |
| 7D | -19.0% | +5.0% | -24.1% | -20.7% |
| 30D | -25.9% | -1.2% | -24.7% | -25.7% |
| 3M | -19.1% | -16.8% | -2.3% | -13.1% |
| 6M | -5.7% | +18.0% | -23.7% | -14.4% |
| YTD | +27.6% | -1.2% | +28.8% | +20.7% |
| 1Y | +30.8% | +14.3% | +16.5% | +17.9% |
| All | +30.8% | +19.7% | +11.0% | +17.9% |
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