+43.6%
EWZ vs UAL
+94.5%
-50.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.2% |
| 7D | -1.5% | +8.2% | -9.6% | -3.4% |
| 30D | -24.5% | +2.3% | -26.9% | -25.3% |
| 3M | -10.7% | -12.7% | +2.0% | -8.4% |
| 6M | -19.1% | +12.7% | -31.8% | -22.7% |
| YTD | +1.6% | +0.8% | +0.8% | -1.2% |
| 1Y | +4.3% | +17.8% | -13.5% | -2.8% |
| 3Y | +19.0% | +206.7% | -187.7% | -20.0% |
| 5Y | +57.7% | +113.9% | -56.2% | +10.9% |
| All | +43.6% | +94.5% | -50.9% | -12.9% |
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 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