+185.4%
HL vs UAL
+263.5%
-78.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.9% |
| 7D | -5.6% | +2.3% | -7.8% | -5.9% |
| 30D | -16.2% | +13.3% | -29.5% | -17.7% |
| 3M | -20.5% | -6.3% | -14.2% | -19.7% |
| 6M | -31.7% | +22.5% | -54.2% | -33.8% |
| YTD | -26.4% | +5.9% | -32.2% | -27.3% |
| 1Y | -4.3% | +24.7% | -29.0% | -7.7% |
| 3Y | +276.9% | +211.6% | +65.3% | +207.9% |
| 5Y | +124.1% | +130.6% | -6.5% | +87.0% |
| 10Y | +144.6% | +96.5% | +48.2% | +94.8% |
| All | +185.4% | +263.5% | -78.2% | +81.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling