+332.9%
AVGO vs UAL
+131.3%
+201.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.5% |
| 7D | -3.0% | +0.7% | -3.7% | -3.2% |
| 30D | -14.4% | -16.1% | +1.7% | -10.2% |
| 3M | -14.4% | +6.1% | -20.6% | -16.3% |
| 6M | +13.1% | +10.8% | +2.3% | +8.1% |
| YTD | +3.8% | -0.4% | +4.2% | +1.8% |
| 1Y | +17.8% | +5.0% | +12.8% | +13.1% |
| All | +332.9% | +131.3% | +201.6% | +224.2% |
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