-18.6%
HAL vs UAL
+94.5%
-113.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -1.0% |
| 7D | -12.0% | +8.2% | -20.1% | -14.7% |
| 30D | +0.3% | +2.3% | -2.0% | -1.3% |
| 3M | -1.6% | -12.7% | +11.1% | +1.8% |
| 6M | -20.5% | +12.7% | -33.2% | -26.8% |
| YTD | +14.2% | +0.8% | +13.4% | +6.9% |
| 1Y | +18.9% | +17.8% | +1.1% | +4.0% |
| 3Y | -13.7% | +206.7% | -220.4% | -54.4% |
| 5Y | +42.2% | +113.9% | -71.7% | -19.6% |
| All | -18.6% | +94.5% | -113.1% | -56.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling