+452.4%
ON vs UAL
+94.5%
+357.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.6% | -0.5% |
| 7D | -11.7% | +8.2% | -19.8% | -15.0% |
| 30D | -23.3% | +2.3% | -25.6% | -24.2% |
| 3M | -19.2% | -12.7% | -6.5% | -14.3% |
| 6M | -40.1% | +12.7% | -52.8% | -44.2% |
| YTD | +16.9% | +0.8% | +16.1% | +12.8% |
| 1Y | +29.7% | +17.8% | +12.0% | +16.4% |
| 3Y | -4.4% | +206.7% | -211.1% | -48.4% |
| 5Y | +7.1% | +113.9% | -106.8% | -35.3% |
| All | +452.4% | +94.5% | +357.9% | +209.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling