+151.5%
GE vs UAL
+103.3%
+48.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.2% | +0.3% |
| 7D | +1.2% | +3.4% | -2.3% | -0.1% |
| 30D | -9.5% | -16.5% | +7.0% | -3.9% |
| 3M | +4.1% | +2.8% | +1.4% | +2.7% |
| 6M | +3.9% | +17.6% | -13.6% | -2.6% |
| YTD | +9.0% | -3.2% | +12.2% | +8.4% |
| 1Y | +21.9% | +0.4% | +21.5% | +18.6% |
| 3Y | +281.8% | +128.2% | +153.6% | +155.3% |
| 5Y | +436.7% | +137.7% | +299.0% | +233.3% |
| 10Y | +151.5% | +99.1% | +52.4% | +46.2% |
| All | +151.5% | +103.3% | +48.2% | +46.2% |
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