+411.1%
PWR vs UAL
+117.7%
+293.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.1% | -0.2% |
| 7D | +11.3% | -3.0% | +14.3% | +12.2% |
| 30D | -8.9% | +10.5% | -19.3% | -11.4% |
| 3M | -10.5% | -13.5% | +3.0% | -7.6% |
| 6M | -22.2% | +14.2% | -36.4% | -25.4% |
| YTD | +42.7% | -2.2% | +45.0% | +40.6% |
| 1Y | +41.1% | +12.5% | +28.6% | +34.1% |
| 3Y | +242.7% | +186.8% | +55.9% | +145.3% |
| All | +411.1% | +117.7% | +293.4% | +278.8% |
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 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