+2.1%
EWZ vs UAL
+10.5%
-8.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +1.6% |
| 7D | +0.8% | -3.0% | +3.8% | +1.1% |
| 30D | -24.4% | +10.5% | -34.8% | -25.5% |
| 3M | -4.6% | -13.5% | +8.9% | -2.2% |
| 6M | -11.6% | +14.2% | -25.8% | -14.9% |
| YTD | +2.4% | -2.2% | +4.6% | -1.5% |
| 1Y | +2.1% | +12.5% | -10.4% | -4.3% |
| All | +2.1% | +10.5% | -8.4% | -4.3% |
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