+354.9%
PWR vs UAL
+109.3%
+245.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.0% | +4.2% | +5.7% |
| 7D | -12.9% | +8.2% | -21.0% | -14.8% |
| 30D | -22.8% | +2.3% | -25.2% | -23.5% |
| 3M | -19.0% | -12.7% | -6.3% | -16.6% |
| 6M | -31.1% | +12.7% | -43.8% | -33.8% |
| YTD | +28.2% | +0.8% | +27.4% | +25.3% |
| 1Y | +22.2% | +17.8% | +4.4% | +14.7% |
| 3Y | +222.1% | +206.7% | +15.4% | +126.5% |
| All | +354.9% | +109.3% | +245.6% | +239.9% |
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