+15.1%
TEAM vs UAL
+22.8%
-7.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.0% | -8.6% | -1.3% |
| 7D | -13.7% | +11.9% | -25.7% | -14.7% |
| 30D | -3.4% | +5.2% | -8.7% | -4.0% |
| 3M | +72.1% | -12.7% | +84.8% | +75.0% |
| 6M | +103.8% | +28.5% | +75.3% | +95.3% |
| YTD | +17.1% | +3.5% | +13.6% | +18.9% |
| 1Y | +15.1% | +27.5% | -12.5% | +10.8% |
| All | +15.1% | +22.8% | -7.8% | +10.8% |
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 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