+59.2%
HAL vs UAL
+117.7%
-58.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.9% | +3.4% |
| 7D | +6.1% | -3.0% | +9.1% | +6.5% |
| 30D | +2.9% | +10.5% | -7.6% | +1.0% |
| 3M | +3.3% | -13.5% | +16.8% | +5.2% |
| 6M | -16.9% | +14.2% | -31.1% | -20.4% |
| YTD | +21.2% | -2.2% | +23.4% | +18.4% |
| 1Y | +27.5% | +12.5% | +15.1% | +20.6% |
| 3Y | -6.4% | +186.8% | -193.3% | -30.7% |
| All | +59.2% | +117.7% | -58.6% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling