+70.1%
MDT vs UAL
+80.6%
-10.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.1% |
| 7D | +1.0% | -3.0% | +4.1% | +1.5% |
| 30D | +9.2% | +10.5% | -1.3% | +7.3% |
| 3M | +14.5% | -13.5% | +28.0% | +16.7% |
| 6M | +37.3% | +14.2% | +23.1% | +32.9% |
| YTD | +9.8% | -2.2% | +12.1% | +8.1% |
| 1Y | +10.5% | +12.5% | -2.0% | +6.2% |
| 3Y | +57.4% | +186.8% | -129.4% | +21.9% |
| 5Y | +1.2% | +119.4% | -118.2% | -20.6% |
| All | +70.1% | +80.6% | -10.4% | +23.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling