-26.0%
NOW vs UAL
+110.9%
-136.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.6% | -1.4% | -4.8% |
| 7D | -6.7% | +5.0% | -11.7% | -7.8% |
| 30D | -25.8% | -1.2% | -24.6% | -25.8% |
| 3M | -12.7% | -16.8% | +4.1% | -9.2% |
| 6M | +11.2% | +18.0% | -6.7% | +4.4% |
| YTD | -33.2% | -1.2% | -32.0% | -35.1% |
| 1Y | -41.8% | +14.3% | -56.1% | -46.1% |
| 3Y | -15.7% | +194.6% | -210.2% | -46.9% |
| 5Y | -26.0% | +109.6% | -135.7% | -51.4% |
| All | -26.0% | +110.9% | -136.9% | -51.4% |
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