+255.0%
HL vs UAL
+197.6%
+57.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | 0.0% | +1.5% |
| 7D | +8.9% | +8.2% | +0.8% | +6.9% |
| 30D | -10.1% | +2.3% | -12.4% | -10.6% |
| 3M | -7.0% | -12.7% | +5.6% | -4.1% |
| 6M | -18.8% | +12.7% | -31.4% | -21.4% |
| YTD | -23.1% | +0.8% | -24.0% | -24.4% |
| 1Y | +8.9% | +17.8% | -8.9% | +4.1% |
| 3Y | +255.0% | +206.7% | +48.3% | +135.0% |
| All | +255.0% | +197.6% | +57.4% | +135.0% |
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