+89.7%
EWT vs UAL
-0.3%
+90.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | +2.1% | -1.1% | +3.3% | +2.4% |
| 30D | +9.4% | -13.4% | +22.8% | +13.8% |
| 3M | +10.9% | -2.3% | +13.2% | +11.1% |
| 6M | +57.9% | +13.3% | +44.6% | +50.4% |
| YTD | +75.9% | -4.2% | +80.1% | +72.1% |
| 1Y | +89.7% | +1.4% | +88.3% | +81.4% |
| All | +89.7% | -0.3% | +90.0% | +81.4% |
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