+29.2%
DOW vs UAL
+5.0%
+24.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.5% | -5.5% | -2.6% |
| 7D | -2.4% | +0.7% | -3.1% | -2.3% |
| 30D | +0.4% | -16.1% | +16.5% | -2.1% |
| 3M | -14.4% | +6.1% | -20.5% | -14.0% |
| 6M | -7.0% | +10.8% | -17.8% | -4.4% |
| YTD | +30.2% | -0.4% | +30.6% | +35.8% |
| 1Y | +29.2% | +5.0% | +24.2% | +31.4% |
| All | +29.2% | +5.0% | +24.2% | +31.4% |
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