+146.5%
EFA vs UAL
+80.6%
+65.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | +2.2% | -3.0% | +5.3% | +2.7% |
| 30D | +1.4% | +10.5% | -9.1% | -0.6% |
| 3M | -4.2% | -13.5% | +9.3% | -2.0% |
| 6M | +1.9% | +14.2% | -12.3% | -1.3% |
| YTD | +10.2% | -2.2% | +12.4% | +8.9% |
| 1Y | +12.8% | +12.5% | +0.3% | +8.6% |
| 3Y | +65.2% | +186.8% | -121.6% | +28.4% |
| 5Y | +49.8% | +119.4% | -69.5% | +18.4% |
| All | +146.5% | +80.6% | +65.9% | +89.6% |
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