+3,063.4%
DELL vs UAL
+151.3%
+2,912.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +6.8% | -1.4% | +3.5% |
| 7D | -11.8% | +10.2% | -22.0% | -14.3% |
| 30D | -40.8% | +12.0% | -52.9% | -42.8% |
| 3M | -23.6% | -7.1% | -16.5% | -22.1% |
| 6M | +33.4% | +20.9% | +12.5% | +25.9% |
| YTD | +178.0% | +7.7% | +170.4% | +167.3% |
| 1Y | +138.6% | +23.6% | +115.0% | +120.7% |
| 3Y | +400.9% | +222.6% | +178.3% | +247.0% |
| 5Y | +580.7% | +127.9% | +452.8% | +393.8% |
| 10Y | +2,655.3% | +100.2% | +2,555.1% | +1,841.3% |
| All | +3,063.4% | +151.3% | +2,912.2% | +2,043.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling