+31.4%
PWR vs UAL
+21.4%
+10.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.8% | +2.6% | +7.5% |
| 7D | -4.8% | +10.2% | -15.0% | -7.1% |
| 30D | -16.2% | +12.0% | -28.2% | -18.7% |
| 3M | -11.9% | -7.1% | -4.9% | -10.4% |
| 6M | -20.6% | +20.9% | -41.5% | -24.6% |
| YTD | +40.3% | +7.7% | +32.6% | +32.8% |
| All | +31.4% | +21.4% | +10.1% | +18.3% |
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