+65.5%
T vs UAL
+189.3%
-123.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | 0.0% |
| 7D | +2.5% | -3.0% | +5.6% | +2.5% |
| 30D | -3.8% | +10.5% | -14.2% | -3.7% |
| 3M | -8.7% | -13.5% | +4.7% | -8.9% |
| 6M | -8.1% | +14.2% | -22.3% | -8.0% |
| YTD | -6.4% | -2.2% | -4.2% | -6.4% |
| 1Y | -9.8% | +12.5% | -22.2% | -9.8% |
| 3Y | +65.5% | +186.8% | -121.3% | +65.8% |
| All | +65.5% | +189.3% | -123.8% | +65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling