+37.4%
GILD vs UAL
+5.0%
+32.4%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.7% | -0.3% |
| 7D | +3.6% | +0.7% | +2.9% | +3.6% |
| 30D | +14.6% | -16.1% | +30.7% | +16.0% |
| 3M | +17.7% | +6.1% | +11.5% | +16.8% |
| 6M | +3.1% | +10.8% | -7.7% | +1.6% |
| YTD | +24.5% | -0.4% | +24.9% | +22.4% |
| 1Y | +37.4% | +5.0% | +32.4% | +36.9% |
| All | +37.4% | +5.0% | +32.4% | +36.9% |
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 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