-19.1%
HAL vs UAL
+106.7%
-125.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.8% | -6.7% | -2.2% |
| 7D | -7.9% | +10.2% | -18.1% | -11.3% |
| 30D | -2.1% | +12.0% | -14.1% | -6.6% |
| 3M | +0.4% | -7.1% | +7.5% | +1.6% |
| 6M | -19.2% | +20.9% | -40.1% | -27.5% |
| YTD | +14.4% | +7.7% | +6.7% | +4.5% |
| 1Y | +18.0% | +23.6% | -5.6% | +1.4% |
| 3Y | -9.7% | +222.6% | -232.3% | -53.1% |
| 5Y | +40.1% | +127.9% | -87.8% | -22.6% |
| 10Y | -19.1% | +100.2% | -119.3% | -57.8% |
| All | -19.1% | +106.7% | -125.8% | -57.8% |
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