+32.9%
DIS vs UAL
+97.8%
-64.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.8% |
| 7D | +0.6% | +2.3% | -1.7% | -0.1% |
| 30D | +10.3% | +13.3% | -3.1% | +6.4% |
| 3M | +15.6% | -6.3% | +21.9% | +16.9% |
| 6M | +15.1% | +22.5% | -7.4% | +7.4% |
| YTD | +6.0% | +5.9% | +0.1% | +1.7% |
| 1Y | +5.7% | +24.7% | -19.0% | -3.2% |
| 3Y | +39.8% | +211.6% | -171.8% | -5.8% |
| 5Y | -23.9% | +130.6% | -154.4% | -46.5% |
| 10Y | +32.9% | +96.5% | -63.5% | -8.8% |
| All | +32.9% | +97.8% | -64.8% | -8.8% |
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