+240.9%
DIA vs UAL
+106.7%
+134.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.8% | -4.6% | +0.9% |
| 7D | +0.8% | +10.2% | -9.4% | -1.1% |
| 30D | +1.4% | +12.0% | -10.6% | -1.0% |
| 3M | -2.7% | -7.1% | +4.4% | -1.7% |
| 6M | +6.2% | +20.9% | -14.7% | +1.5% |
| YTD | +10.1% | +7.7% | +2.5% | +6.7% |
| 1Y | +13.0% | +23.6% | -10.5% | +6.5% |
| 3Y | +61.9% | +222.6% | -160.7% | +21.0% |
| 5Y | +57.1% | +127.9% | -70.9% | +21.2% |
| 10Y | +240.9% | +100.2% | +140.7% | +161.6% |
| All | +240.9% | +106.7% | +134.2% | +161.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling