+405.9%
GE vs UAL
+116.7%
+289.3%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.0% | +2.5% | -1.7% |
| 7D | +5.1% | +0.7% | +4.4% | +4.9% |
| 30D | +7.6% | +7.8% | -0.2% | +5.0% |
| 3M | -9.3% | -11.1% | +1.8% | -6.5% |
| 6M | +11.5% | +16.1% | -4.5% | +6.1% |
| YTD | +7.9% | -0.5% | +8.4% | +6.2% |
| 1Y | +7.6% | +11.3% | -3.6% | +2.5% |
| 3Y | +265.9% | +192.8% | +73.0% | +141.1% |
| 5Y | +405.9% | +123.3% | +282.7% | +249.8% |
| All | +405.9% | +116.7% | +289.3% | +249.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling