+1,306.2%
GILD vs UAL
+227.0%
+1,079.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -4.2% | -2.0% | -2.2% | -4.1% |
| 30D | +6.7% | -15.7% | +22.3% | +8.3% |
| 3M | +20.0% | +3.6% | +16.4% | +19.4% |
| 6M | -1.3% | +16.9% | -18.2% | -3.2% |
| YTD | +19.4% | -4.8% | +24.2% | +19.0% |
| 1Y | +28.9% | -0.9% | +29.9% | +27.8% |
| 3Y | +110.3% | +124.5% | -14.2% | +89.4% |
| 5Y | +144.8% | +140.2% | +4.7% | +115.0% |
| 10Y | +164.4% | +103.0% | +61.3% | +120.3% |
| All | +1,306.2% | +227.0% | +1,079.1% | +820.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling