+21.9%
DIS vs UAL
+118.5%
-96.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.5% | -4.2% | -2.4% |
| 7D | -2.6% | +0.7% | -3.3% | -2.8% |
| 30D | +3.5% | -16.1% | +19.6% | +8.2% |
| 3M | +6.8% | +6.1% | +0.7% | +4.3% |
| 6M | +3.0% | +10.8% | -7.9% | -1.4% |
| YTD | -6.7% | -0.4% | -6.3% | -8.7% |
| 1Y | -10.1% | +5.0% | -15.1% | -13.8% |
| 3Y | +33.0% | +124.0% | -91.0% | -1.6% |
| 5Y | -40.0% | +141.0% | -181.0% | -58.1% |
| All | +21.9% | +118.5% | -96.7% | -18.9% |
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 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