+70.3%
PWR vs UAL
+0.7%
+69.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.8% | +5.2% | +3.1% |
| 7D | +4.5% | +3.5% | +1.1% | +3.5% |
| 30D | -4.9% | -16.5% | +11.6% | -0.3% |
| 3M | -7.9% | +2.8% | -10.7% | -8.7% |
| 6M | +18.3% | +17.6% | +0.8% | +12.2% |
| YTD | +51.5% | -3.2% | +54.7% | +48.8% |
| 1Y | +70.3% | +0.4% | +69.9% | +60.3% |
| All | +70.3% | +0.7% | +69.6% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling