+252.1%
EQT vs UAL
+232.4%
+19.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.3% |
| 7D | -0.8% | +3.5% | -4.3% | -1.3% |
| 30D | +6.6% | -16.5% | +23.1% | +8.9% |
| 3M | +4.4% | +2.8% | +1.6% | +3.5% |
| 6M | -10.5% | +17.6% | -28.1% | -13.3% |
| YTD | +3.7% | -3.2% | +6.9% | +2.6% |
| 1Y | +9.9% | +0.4% | +9.4% | +7.9% |
| 3Y | +35.4% | +128.2% | -92.8% | +16.8% |
| 5Y | +189.2% | +137.7% | +51.5% | +143.7% |
| 10Y | +50.7% | +99.1% | -48.4% | +21.9% |
| All | +252.1% | +232.4% | +19.7% | +126.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling