+28.0%
NU vs UAL
+144.0%
-116.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.7% | +13.5% | +12.4% |
| 7D | +9.9% | -3.0% | +12.9% | +11.1% |
| 30D | -11.5% | +10.5% | -21.9% | -15.5% |
| 3M | -5.1% | -13.5% | +8.4% | -0.3% |
| 6M | +3.1% | +14.2% | -11.1% | -4.0% |
| YTD | -21.0% | -2.2% | -18.8% | -23.0% |
| 1Y | -15.2% | +12.5% | -27.7% | -22.3% |
| 3Y | +56.4% | +186.8% | -130.4% | -20.5% |
| All | +28.0% | +144.0% | -116.0% | -32.8% |
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