+2,662.4%
DELL vs UAL
+80.6%
+2,581.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.7% | -5.4% | -6.7% |
| 7D | +4.9% | -3.0% | +7.9% | +5.7% |
| 30D | -32.1% | +10.5% | -42.5% | -34.2% |
| 3M | -30.2% | -13.5% | -16.7% | -27.4% |
| 6M | +41.7% | +14.2% | +27.5% | +35.8% |
| YTD | +176.6% | -2.2% | +178.8% | +173.0% |
| 1Y | +159.9% | +12.5% | +147.4% | +146.6% |
| 3Y | +388.0% | +186.8% | +201.1% | +248.3% |
| 5Y | +578.2% | +119.4% | +458.8% | +397.2% |
| All | +2,662.4% | +80.6% | +2,581.8% | +1,904.4% |
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 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