+4,177.7%
DELL vs UAL
+98.4%
+4,079.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | +8.7% | -1.1% | +9.9% | +9.1% |
| 30D | +16.9% | -13.4% | +30.3% | +21.8% |
| 3M | +40.4% | -2.3% | +42.7% | +41.2% |
| 6M | +267.1% | +13.3% | +253.7% | +251.9% |
| YTD | +329.1% | -4.2% | +333.3% | +326.8% |
| 1Y | +346.9% | +1.4% | +345.5% | +335.2% |
| 3Y | +696.6% | +125.8% | +570.8% | +505.1% |
| 5Y | +1,106.2% | +130.0% | +976.2% | +775.6% |
| 10Y | +4,177.7% | +104.2% | +4,073.5% | +2,918.2% |
| All | +4,177.7% | +98.4% | +4,079.3% | +2,918.2% |
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 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