+339.6%
DELL vs UAL
+0.7%
+338.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.8% | +4.7% | +2.6% |
| 7D | +25.6% | +3.5% | +22.2% | +24.6% |
| 30D | +17.7% | -16.5% | +34.1% | +22.7% |
| 3M | +33.4% | +2.8% | +30.7% | +33.0% |
| 6M | +266.2% | +17.6% | +248.6% | +253.5% |
| YTD | +328.0% | -3.2% | +331.2% | +314.8% |
| 1Y | +339.6% | +0.4% | +339.1% | +306.7% |
| All | +339.6% | +0.7% | +338.9% | +306.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling