+155.6%
TE vs UAL
+0.7%
+154.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.8% | +12.8% | +12.1% |
| 7D | +18.2% | +3.4% | +14.8% | +14.8% |
| 30D | -13.5% | -16.5% | +3.0% | -1.0% |
| 3M | -44.6% | +2.8% | -47.3% | -45.1% |
| 6M | -24.7% | +17.6% | -42.3% | -32.8% |
| YTD | -24.3% | -3.2% | -21.0% | -20.9% |
| 1Y | +155.6% | +0.4% | +155.1% | +147.9% |
| All | +155.6% | +0.7% | +154.9% | +147.9% |
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 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