+697.3%
DELL vs UAL
+131.3%
+566.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +0.7% |
| 7D | +14.9% | +0.7% | +14.2% | +14.8% |
| 30D | +13.3% | -16.1% | +29.4% | +19.8% |
| 3M | +24.4% | +6.1% | +18.3% | +21.8% |
| 6M | +258.0% | +10.8% | +247.2% | +242.8% |
| YTD | +320.2% | -0.4% | +320.6% | +311.4% |
| 1Y | +319.1% | +5.0% | +314.0% | +300.0% |
| All | +697.3% | +131.3% | +566.0% | +509.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling