+317.9%
HL vs UAL
+242.1%
+75.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.5% | -5.0% | -2.9% |
| 7D | +1.5% | +0.7% | +0.8% | +1.4% |
| 30D | +25.1% | -16.1% | +41.2% | +28.4% |
| 3M | +22.9% | +6.1% | +16.8% | +21.6% |
| 6M | -4.9% | +10.8% | -15.8% | -6.7% |
| YTD | +7.8% | -0.4% | +8.2% | +7.3% |
| 1Y | +133.9% | +5.0% | +128.9% | +130.7% |
| 3Y | +380.9% | +124.0% | +256.9% | +311.5% |
| 5Y | +230.2% | +141.0% | +89.2% | +173.4% |
| 10Y | +265.6% | +118.0% | +147.6% | +188.2% |
| All | +317.9% | +242.1% | +75.9% | +168.3% |
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 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