-26.4%
NOW vs UAL
+109.3%
-135.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.9% |
| 7D | -3.0% | +8.2% | -11.2% | -4.9% |
| 30D | -26.0% | +2.3% | -28.4% | -26.7% |
| 3M | -13.1% | -12.7% | -0.4% | -10.8% |
| 6M | +14.5% | +12.7% | +1.8% | +9.0% |
| YTD | -33.4% | +0.8% | -34.3% | -35.7% |
| 1Y | -40.6% | +17.8% | -58.4% | -45.5% |
| 3Y | -16.3% | +206.7% | -223.0% | -48.0% |
| All | -26.4% | +109.3% | -135.6% | -51.9% |
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