-28.2%
DHR vs UAL
+131.8%
-160.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.7% |
| 7D | -0.8% | +3.5% | -4.3% | -1.4% |
| 30D | +0.2% | -16.5% | +16.7% | +3.0% |
| 3M | +12.1% | +2.8% | +9.3% | +11.1% |
| 6M | +5.4% | +17.6% | -12.1% | +1.9% |
| YTD | -10.0% | -3.2% | -6.8% | -10.7% |
| 1Y | +4.1% | +0.4% | +3.6% | +2.3% |
| 3Y | -5.2% | +128.2% | -133.3% | -20.6% |
| 5Y | -28.2% | +137.7% | -166.0% | -42.9% |
| All | -28.2% | +131.8% | -160.0% | -42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling