+6.8%
NOW vs UAL
+142.0%
-135.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.5% | -5.5% | -3.6% |
| 7D | -2.4% | +0.7% | -3.1% | -2.6% |
| 30D | +20.5% | -16.1% | +36.6% | +25.5% |
| 3M | +18.3% | +6.1% | +12.2% | +15.3% |
| 6M | +24.1% | +10.8% | +13.2% | +18.1% |
| YTD | -7.8% | -0.4% | -7.4% | -10.2% |
| 1Y | -21.4% | +5.0% | -26.4% | -25.1% |
| 3Y | +19.5% | +124.0% | -104.5% | -15.2% |
| All | +6.8% | +142.0% | -135.2% | -32.5% |
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 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