+112.5%
NET vs UAL
+142.0%
-29.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -3.0% |
| 7D | -7.0% | +0.7% | -7.7% | -7.3% |
| 30D | -4.8% | -16.1% | +11.3% | +1.8% |
| 3M | +3.8% | +6.1% | -2.3% | +0.2% |
| 6M | +50.0% | +10.8% | +39.2% | +39.5% |
| YTD | +41.5% | -0.4% | +41.9% | +36.0% |
| 1Y | +32.8% | +5.0% | +27.8% | +23.7% |
| 3Y | +335.9% | +124.0% | +211.9% | +153.6% |
| All | +112.5% | +142.0% | -29.6% | +8.3% |
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