+6.3%
HAL vs UAL
+107.2%
-101.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.3% |
| 7D | -1.3% | -1.1% | -0.2% | -1.0% |
| 30D | +10.9% | -13.4% | +24.3% | +16.3% |
| 3M | -5.8% | -2.3% | -3.6% | -6.8% |
| 6M | +8.1% | +13.3% | -5.2% | -1.4% |
| YTD | +33.2% | -4.2% | +37.4% | +28.2% |
| 1Y | +74.2% | +1.4% | +72.8% | +61.8% |
| 3Y | -3.7% | +125.8% | -129.5% | -42.0% |
| 5Y | +111.9% | +130.0% | -18.1% | +14.9% |
| All | +6.3% | +107.2% | -101.0% | -49.5% |
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