+249.2%
DIA vs UAL
+115.8%
+133.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -1.0% |
| 7D | -0.2% | +0.7% | -0.9% | -0.3% |
| 30D | -1.5% | -16.1% | +14.6% | +1.7% |
| 3M | +3.8% | +6.1% | -2.4% | +2.1% |
| 6M | +10.3% | +10.8% | -0.6% | +6.9% |
| YTD | +12.1% | -0.4% | +12.5% | +10.6% |
| 1Y | +18.6% | +5.0% | +13.6% | +15.3% |
| 3Y | +60.6% | +124.0% | -63.4% | +29.1% |
| 5Y | +64.4% | +141.0% | -76.6% | +25.3% |
| All | +249.2% | +115.8% | +133.5% | +154.5% |
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