+514.0%
NOW vs UAL
+80.6%
+433.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +1.9% |
| 7D | +0.3% | -3.0% | +3.3% | +0.7% |
| 30D | -27.0% | +10.5% | -37.4% | -28.4% |
| 3M | -19.6% | -13.5% | -6.2% | -18.0% |
| 6M | +17.5% | +14.2% | +3.2% | +13.2% |
| YTD | -33.3% | -2.2% | -31.0% | -34.5% |
| 1Y | -39.8% | +12.5% | -52.3% | -42.6% |
| 3Y | -19.9% | +186.8% | -206.7% | -38.0% |
| 5Y | -26.1% | +119.4% | -145.4% | -41.4% |
| All | +514.0% | +80.6% | +433.4% | +414.2% |
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 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