+100.2%
DAL vs UAL
+110.9%
-10.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.6% | +0.2% | -1.0% |
| 7D | +4.6% | +5.0% | -0.5% | +0.8% |
| 30D | +2.3% | -1.2% | +3.6% | +3.1% |
| 3M | -8.1% | -16.8% | +8.7% | +4.9% |
| 6M | +21.4% | +18.0% | +3.5% | +6.2% |
| YTD | +24.3% | -1.2% | +25.5% | +22.6% |
| 1Y | +47.4% | +14.3% | +33.1% | +30.0% |
| 3Y | +164.6% | +194.6% | -29.9% | +11.0% |
| 5Y | +100.2% | +109.6% | -9.4% | +5.9% |
| All | +100.2% | +110.9% | -10.7% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling