+51.9%
DOW vs UAL
+22.8%
+29.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +8.0% | -11.2% | -1.4% |
| 7D | -4.2% | +11.9% | -16.1% | -1.5% |
| 30D | +14.7% | +5.2% | +9.5% | +16.4% |
| 3M | +9.1% | -12.7% | +21.8% | +6.7% |
| 6M | -17.7% | +28.5% | -46.2% | -13.8% |
| YTD | +44.6% | +3.5% | +41.1% | +54.8% |
| 1Y | +51.9% | +27.5% | +24.4% | +50.5% |
| All | +51.9% | +22.8% | +29.1% | +50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling