+521.8%
NOW vs UAL
+97.8%
+424.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.8% | +5.0% | +3.5% |
| 7D | -5.6% | +2.3% | -7.8% | -6.0% |
| 30D | -26.8% | +13.3% | -40.1% | -28.6% |
| 3M | -19.4% | -6.3% | -13.1% | -18.9% |
| 6M | +12.3% | +22.5% | -10.2% | +6.9% |
| YTD | -32.9% | +5.9% | -38.8% | -35.1% |
| 1Y | -40.3% | +24.7% | -65.0% | -44.1% |
| 3Y | -19.1% | +211.6% | -230.6% | -38.2% |
| 5Y | -24.4% | +130.6% | -154.9% | -40.7% |
| 10Y | +521.8% | +96.5% | +425.3% | +400.5% |
| All | +521.8% | +97.8% | +424.0% | +400.5% |
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