+20.0%
ON vs UAL
+117.7%
-97.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -2.8% |
| 7D | +12.2% | -3.0% | +15.3% | +13.8% |
| 30D | -3.1% | +10.5% | -13.6% | -7.8% |
| 3M | -12.9% | -13.5% | +0.6% | -7.2% |
| 6M | -38.6% | +14.2% | -52.8% | -43.2% |
| YTD | +31.2% | -2.2% | +33.5% | +28.2% |
| 1Y | +47.6% | +12.5% | +35.1% | +34.9% |
| 3Y | +6.6% | +186.8% | -180.2% | -42.1% |
| All | +20.0% | +117.7% | -97.7% | -34.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling