+19.9%
DHR vs UAL
+197.6%
-177.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.4% |
| 7D | -0.9% | +8.2% | -9.0% | -2.2% |
| 30D | +5.4% | +2.3% | +3.0% | +4.8% |
| 3M | +15.3% | -12.7% | +28.0% | +17.5% |
| 6M | +32.1% | +12.7% | +19.4% | +28.4% |
| YTD | +1.2% | +0.8% | +0.4% | -0.7% |
| 1Y | +10.1% | +17.8% | -7.7% | +5.1% |
| 3Y | +19.9% | +206.7% | -186.8% | -5.3% |
| All | +19.9% | +197.6% | -177.8% | -5.3% |
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 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