+518.7%
TEAM vs UAL
+115.8%
+403.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -3.1% |
| 7D | -0.4% | +0.7% | -1.1% | -0.6% |
| 30D | +67.3% | -16.1% | +83.4% | +72.6% |
| 3M | +86.8% | +6.1% | +80.6% | +83.5% |
| 6M | +146.8% | +10.8% | +136.0% | +138.5% |
| YTD | +16.9% | -0.4% | +17.3% | +15.2% |
| 1Y | +12.8% | +5.0% | +7.8% | +9.6% |
| 3Y | -7.3% | +124.0% | -131.3% | -23.6% |
| 5Y | -50.7% | +141.0% | -191.7% | -60.4% |
| All | +518.7% | +115.8% | +403.0% | +402.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling