+1,874.2%
PWR vs UAL
+97.8%
+1,776.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.8% | +6.1% | +4.7% |
| 7D | +4.7% | +2.3% | +2.5% | +4.3% |
| 30D | -12.5% | +13.3% | -25.8% | -15.7% |
| 3M | -9.3% | -6.3% | -3.0% | -8.2% |
| 6M | -22.2% | +22.5% | -44.7% | -27.1% |
| YTD | +44.2% | +5.9% | +38.3% | +38.9% |
| 1Y | +35.5% | +24.7% | +10.9% | +24.8% |
| 3Y | +250.4% | +211.6% | +38.9% | +138.2% |
| 5Y | +425.6% | +130.6% | +295.1% | +270.2% |
| 10Y | +1,874.2% | +96.5% | +1,777.8% | +1,210.5% |
| All | +1,874.2% | +97.8% | +1,776.5% | +1,210.5% |
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