+62.8%
META vs UAL
+142.0%
-79.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.5% | +0.3% |
| 7D | +6.7% | +0.7% | +6.0% | +6.4% |
| 30D | +4.8% | -16.1% | +20.9% | +10.2% |
| 3M | -1.6% | +6.1% | -7.8% | -4.2% |
| 6M | -7.5% | +10.8% | -18.3% | -11.8% |
| YTD | -6.4% | -0.4% | -6.0% | -8.5% |
| 1Y | -17.3% | +5.0% | -22.4% | -21.1% |
| 3Y | +109.9% | +124.0% | -14.1% | +47.9% |
| All | +62.8% | +142.0% | -79.2% | +3.0% |
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 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