+4,945.9%
PWR vs UAL
+242.1%
+4,703.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.1% |
| 7D | +3.6% | +0.7% | +2.9% | +3.4% |
| 30D | -8.6% | -16.1% | +7.5% | -5.1% |
| 3M | -13.2% | +6.1% | -19.3% | -14.6% |
| 6M | +9.9% | +10.8% | -1.0% | +6.4% |
| YTD | +48.0% | -0.4% | +48.4% | +46.1% |
| 1Y | +66.2% | +5.0% | +61.1% | +61.5% |
| 3Y | +195.1% | +124.0% | +71.1% | +133.4% |
| 5Y | +442.6% | +141.0% | +301.6% | +307.0% |
| 10Y | +2,334.2% | +118.0% | +2,216.2% | +1,584.9% |
| All | +4,945.9% | +242.1% | +4,703.9% | +2,077.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling