-41.1%
NVDL vs UAL
+10.5%
-51.6%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.2% | -3.3% |
| 7D | -24.8% | -3.0% | -21.8% | -24.0% |
| 30D | -48.0% | +10.5% | -58.5% | -50.4% |
| 3M | -51.5% | -13.5% | -38.0% | -48.7% |
| 6M | -54.9% | +14.2% | -69.1% | -58.3% |
| YTD | -39.2% | -2.2% | -37.0% | -41.2% |
| 1Y | -41.1% | +12.5% | -53.6% | -42.8% |
| All | -41.1% | +10.5% | -51.6% | -42.8% |
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 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