+4,681.2%
DELL vs UAL
+132.5%
+4,548.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.5% | -1.0% | +0.8% |
| 7D | +14.9% | +0.7% | +14.2% | +14.8% |
| 30D | +13.3% | -16.1% | +29.4% | +19.0% |
| 3M | +24.4% | +6.1% | +18.3% | +22.1% |
| 6M | +258.0% | +10.8% | +247.2% | +245.1% |
| YTD | +320.2% | -0.4% | +320.6% | +313.6% |
| 1Y | +319.1% | +5.0% | +314.0% | +304.2% |
| 3Y | +706.5% | +124.0% | +582.5% | +514.0% |
| 5Y | +1,071.9% | +141.0% | +930.9% | +740.8% |
| 10Y | +4,683.5% | +118.0% | +4,565.5% | +3,260.0% |
| All | +4,681.2% | +132.5% | +4,548.8% | +3,217.3% |
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