+1,980.5%
NOW vs UAL
+352.1%
+1,628.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.6% | -1.4% | -5.0% |
| 7D | -6.7% | +5.0% | -11.7% | -7.6% |
| 30D | -25.8% | -1.2% | -24.6% | -25.8% |
| 3M | -12.7% | -16.8% | +4.1% | -10.0% |
| 6M | +11.2% | +18.0% | -6.7% | +6.0% |
| YTD | -33.2% | -1.2% | -32.0% | -34.7% |
| 1Y | -41.8% | +14.3% | -56.1% | -45.0% |
| 3Y | -15.7% | +194.6% | -210.2% | -37.1% |
| 5Y | -26.0% | +109.6% | -135.7% | -42.4% |
| 10Y | +515.1% | +93.1% | +422.0% | +341.3% |
| All | +1,980.5% | +352.1% | +1,628.4% | +1,045.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling