+243.3%
HL vs UAL
+131.8%
+111.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.8% | -0.4% |
| 7D | +7.1% | +3.5% | +3.6% | +6.2% |
| 30D | +21.4% | -16.5% | +37.9% | +26.6% |
| 3M | +37.4% | +2.8% | +34.7% | +36.3% |
| 6M | +0.4% | +17.6% | -17.2% | -4.0% |
| YTD | +6.7% | -3.2% | +9.9% | +6.3% |
| 1Y | +102.4% | +0.4% | +101.9% | +99.3% |
| 3Y | +417.4% | +128.2% | +289.3% | +298.0% |
| 5Y | +243.3% | +137.7% | +105.6% | +150.1% |
| All | +243.3% | +131.8% | +111.5% | +150.1% |
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