+692.2%
NVDL vs UAL
+127.4%
+564.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.2% | -2.5% |
| 7D | +7.3% | +3.5% | +3.8% | +5.5% |
| 30D | -0.7% | -16.5% | +15.8% | +9.2% |
| 3M | +9.5% | +2.8% | +6.7% | +6.9% |
| 6M | +41.6% | +17.6% | +24.1% | +26.5% |
| YTD | +23.3% | -3.2% | +26.5% | +21.6% |
| 1Y | +40.3% | +0.4% | +39.9% | +33.5% |
| 3Y | +692.2% | +128.2% | +564.0% | +375.1% |
| All | +692.2% | +127.4% | +564.8% | +375.1% |
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