+125.1%
NU vs UAL
+127.4%
-2.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | +0.5% |
| 7D | +6.0% | +3.5% | +2.6% | +5.1% |
| 30D | +10.8% | -16.5% | +27.2% | +16.1% |
| 3M | +32.2% | +2.8% | +29.4% | +30.6% |
| 6M | +5.1% | +17.6% | -12.4% | 0.0% |
| YTD | -8.4% | -3.2% | -5.2% | -9.2% |
| 1Y | +0.7% | +0.4% | +0.3% | -1.6% |
| 3Y | +125.1% | +128.2% | -3.1% | +92.3% |
| All | +125.1% | +127.4% | -2.3% | +92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling