+35.8%
EQT vs UAL
+123.7%
-87.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | -1.2% | -2.0% | +0.8% | -1.0% |
| 30D | +1.1% | -15.7% | +16.8% | +2.6% |
| 3M | +4.8% | +3.6% | +1.2% | +3.9% |
| 6M | -10.6% | +16.9% | -27.5% | -13.2% |
| YTD | +3.4% | -4.8% | +8.2% | +2.9% |
| 1Y | +8.7% | -0.9% | +9.6% | +7.0% |
| All | +35.8% | +123.7% | -87.9% | +14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling