+1,497.9%
META vs UAL
+405.0%
+1,092.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.6% | +0.6% | -3.0% |
| 7D | -3.1% | +5.0% | -8.1% | -4.2% |
| 30D | -18.1% | -1.2% | -16.9% | -18.1% |
| 3M | +2.9% | -16.8% | +19.6% | +6.5% |
| 6M | +0.2% | +18.0% | -17.8% | -4.1% |
| YTD | -8.1% | -1.2% | -6.9% | -9.5% |
| 1Y | -4.5% | +14.3% | -18.9% | -9.0% |
| 3Y | +94.2% | +194.6% | -100.4% | +48.0% |
| 5Y | +79.1% | +109.6% | -30.5% | +42.2% |
| 10Y | +405.9% | +93.1% | +312.8% | +272.8% |
| All | +1,497.9% | +405.0% | +1,092.9% | +772.2% |
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