+14.1%
GEHC vs UAL
+21.5%
-7.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +3.7% | +12.5% | -8.7% | +0.8% |
| 30D | +27.3% | +12.2% | +15.1% | +23.6% |
| 3M | +14.7% | -2.6% | +17.3% | +15.1% |
| 6M | +31.9% | +21.1% | +10.9% | +22.7% |
| YTD | +2.2% | +7.8% | -5.6% | -4.5% |
| 1Y | +14.1% | +25.4% | -11.3% | -1.1% |
| All | +14.1% | +21.5% | -7.5% | -1.1% |
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