+67.8%
IVV vs UAL
+110.9%
-43.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.6% | +0.1% | -3.5% |
| 7D | -4.8% | +5.0% | -9.8% | -5.7% |
| 30D | -5.9% | -1.2% | -4.7% | -5.8% |
| 3M | -4.5% | -16.8% | +12.2% | -1.3% |
| 6M | +1.8% | +18.0% | -16.1% | -2.5% |
| YTD | +8.4% | -1.2% | +9.6% | +6.6% |
| 1Y | +9.4% | +14.3% | -4.9% | +4.2% |
| 3Y | +75.3% | +194.6% | -119.3% | +29.6% |
| 5Y | +67.8% | +109.6% | -41.8% | +27.6% |
| All | +67.8% | +110.9% | -43.1% | +27.6% |
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 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