+102.9%
DAL vs UAL
+109.3%
-6.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.1% | +0.6% |
| 7D | +8.8% | +8.2% | +0.6% | +2.7% |
| 30D | +5.4% | +2.3% | +3.1% | +3.5% |
| 3M | -4.9% | -12.7% | +7.8% | +4.7% |
| 6M | +19.8% | +12.7% | +7.1% | +8.6% |
| YTD | +27.0% | +0.8% | +26.2% | +23.3% |
| 1Y | +52.5% | +17.8% | +34.7% | +31.5% |
| 3Y | +173.8% | +206.7% | -32.8% | +11.4% |
| All | +102.9% | +109.3% | -6.4% | +6.4% |
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