+38.2%
GEHC vs UAL
+184.3%
-146.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.7% | -2.1% |
| 7D | +7.6% | +8.2% | -0.6% | +5.6% |
| 30D | +27.5% | +2.3% | +25.1% | +26.5% |
| 3M | +17.2% | -12.7% | +29.9% | +20.6% |
| 6M | +33.6% | +12.7% | +20.9% | +28.0% |
| YTD | +0.6% | +0.8% | -0.2% | -2.0% |
| 1Y | +11.3% | +17.8% | -6.5% | +4.2% |
| 3Y | +16.5% | +206.7% | -190.2% | -18.8% |
| All | +38.2% | +184.3% | -146.1% | -12.9% |
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