+14.6%
GEHC vs UAL
+21.4%
-6.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.8% | -4.8% | +0.3% |
| 7D | +5.6% | +10.2% | -4.6% | +3.1% |
| 30D | +27.9% | +12.0% | +15.9% | +24.2% |
| 3M | +17.1% | -7.1% | +24.2% | +18.9% |
| 6M | +32.5% | +20.9% | +11.7% | +23.3% |
| YTD | +2.7% | +7.7% | -5.0% | -4.0% |
| All | +14.6% | +21.4% | -6.8% | -0.6% |
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