+117.9%
ASML vs UAL
+191.7%
-73.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.6% | -4.8% | -8.0% |
| 7D | -19.0% | +5.0% | -24.1% | -20.3% |
| 30D | -25.9% | -1.2% | -24.7% | -25.8% |
| 3M | -19.1% | -16.8% | -2.3% | -15.0% |
| 6M | -5.7% | +18.0% | -23.7% | -11.1% |
| YTD | +27.6% | -1.2% | +28.8% | +25.1% |
| 1Y | +30.8% | +14.3% | +16.5% | +23.6% |
| All | +117.9% | +191.7% | -73.8% | +54.9% |
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 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