+204.2%
EQT vs UAL
+127.4%
+76.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | -1.2% | -2.0% | +0.8% | -0.9% |
| 30D | +1.1% | -15.7% | +16.8% | +3.5% |
| 3M | +4.8% | +3.6% | +1.2% | +3.6% |
| 6M | -10.6% | +16.9% | -27.5% | -14.1% |
| YTD | +3.4% | -4.8% | +8.2% | +2.4% |
| 1Y | +8.7% | -0.9% | +9.6% | +6.4% |
| 3Y | +35.0% | +124.5% | -89.5% | +7.8% |
| 5Y | +204.2% | +140.2% | +64.1% | +131.9% |
| All | +204.2% | +127.4% | +76.8% | +131.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling