+18.8%
NVDL vs UAL
+0.5%
+18.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -4.5% |
| 7D | -8.7% | -2.0% | -6.7% | -7.9% |
| 30D | -1.3% | -15.7% | +14.4% | +5.2% |
| 3M | +11.4% | +3.6% | +7.7% | +9.3% |
| 6M | +22.9% | +16.9% | +6.0% | +13.5% |
| YTD | +15.4% | -4.8% | +20.2% | +13.3% |
| 1Y | +18.8% | -0.9% | +19.7% | +12.3% |
| All | +18.8% | +0.5% | +18.3% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling