+863.5%
DE vs UAL
+98.4%
+765.1%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -3.0% | -1.1% | -1.9% | -2.8% |
| 30D | +11.1% | -13.4% | +24.6% | +14.8% |
| 3M | +17.6% | -2.3% | +19.9% | +17.7% |
| 6M | +13.6% | +13.3% | +0.3% | +8.8% |
| YTD | +46.3% | -4.2% | +50.5% | +44.7% |
| 1Y | +44.2% | +1.4% | +42.8% | +39.7% |
| 3Y | +76.6% | +125.8% | -49.2% | +32.3% |
| 5Y | +98.2% | +130.0% | -31.7% | +41.3% |
| 10Y | +863.5% | +104.2% | +759.3% | +587.6% |
| All | +863.5% | +98.4% | +765.1% | +587.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling