-2.5%
HAL vs UAL
+127.4%
-129.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -0.9% |
| 7D | +2.9% | +0.7% | +2.2% | +2.8% |
| 30D | +17.0% | -16.1% | +33.1% | +19.4% |
| 3M | -9.7% | +6.1% | -15.8% | -11.1% |
| 6M | +8.6% | +10.8% | -2.2% | +5.3% |
| YTD | +33.0% | -0.4% | +33.4% | +30.9% |
| 1Y | +68.3% | +5.0% | +63.3% | +63.1% |
| All | -2.5% | +127.4% | -129.9% | -23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling