+10.6%
ON vs UAL
+194.5%
-183.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.0% | +6.2% | +2.8% |
| 7D | +17.0% | +0.7% | +16.3% | +16.6% |
| 30D | -3.9% | +7.8% | -11.6% | -7.2% |
| 3M | -11.5% | -11.1% | -0.4% | -7.2% |
| 6M | -29.2% | +16.1% | -45.3% | -34.6% |
| YTD | +36.2% | -0.5% | +36.7% | +32.0% |
| 1Y | +49.6% | +11.3% | +38.4% | +37.9% |
| All | +10.6% | +194.5% | -183.8% | -35.2% |
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