+197.9%
HL vs UAL
+246.2%
-48.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | 0.0% | +1.7% |
| 7D | +8.9% | +8.2% | +0.8% | +7.7% |
| 30D | -10.1% | +2.3% | -12.4% | -10.3% |
| 3M | -7.0% | -12.7% | +5.6% | -5.1% |
| 6M | -18.8% | +12.7% | -31.4% | -20.3% |
| YTD | -23.1% | +0.8% | -24.0% | -23.6% |
| 1Y | +8.9% | +17.8% | -8.9% | +5.9% |
| 3Y | +255.0% | +206.7% | +48.3% | +190.8% |
| 5Y | +151.5% | +113.9% | +37.6% | +112.2% |
| 10Y | +138.4% | +97.0% | +41.4% | +90.1% |
| All | +197.9% | +246.2% | -48.4% | +91.0% |
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 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