+1,865.8%
PWR vs UAL
+106.7%
+1,759.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.8% | +2.6% | +7.5% |
| 7D | -4.8% | +10.2% | -15.0% | -7.4% |
| 30D | -16.2% | +12.0% | -28.2% | -19.0% |
| 3M | -11.9% | -7.1% | -4.9% | -10.6% |
| 6M | -20.6% | +20.9% | -41.5% | -25.3% |
| YTD | +40.3% | +7.7% | +32.6% | +34.6% |
| 1Y | +33.0% | +23.6% | +9.5% | +22.8% |
| 3Y | +250.0% | +222.6% | +27.4% | +135.8% |
| 5Y | +404.2% | +127.9% | +276.2% | +256.4% |
| 10Y | +1,865.8% | +100.2% | +1,765.6% | +1,200.8% |
| All | +1,865.8% | +106.7% | +1,759.1% | +1,200.8% |
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