+9.1%
DUK vs UAL
+10.5%
-1.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.2% |
| 7D | +1.9% | -3.0% | +5.0% | +1.9% |
| 30D | +8.9% | +10.5% | -1.6% | +9.4% |
| 3M | +5.6% | -13.5% | +19.0% | +4.9% |
| 6M | +7.0% | +14.2% | -7.2% | +8.6% |
| YTD | +14.0% | -2.2% | +16.3% | +14.2% |
| 1Y | +9.1% | +12.5% | -3.4% | +11.1% |
| All | +9.1% | +10.5% | -1.4% | +11.1% |
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