+101.3%
NOK vs UAL
+131.8%
-30.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.8% | +9.0% | +6.8% |
| 7D | +7.3% | +3.5% | +3.8% | +6.4% |
| 30D | +13.8% | -16.5% | +30.2% | +18.4% |
| 3M | -27.0% | +2.8% | -29.8% | -27.4% |
| 6M | +37.6% | +17.6% | +20.0% | +31.7% |
| YTD | +64.6% | -3.2% | +67.8% | +63.6% |
| 1Y | +132.0% | +0.4% | +131.6% | +127.6% |
| 3Y | +183.7% | +128.2% | +55.5% | +112.0% |
| 5Y | +101.3% | +137.7% | -36.4% | +40.0% |
| All | +101.3% | +131.8% | -30.5% | +40.0% |
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