+460.1%
TEAM vs UAL
+94.5%
+365.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | +2.0% | -18.2% | -16.5% |
| 7D | -19.8% | +8.2% | -28.0% | -21.2% |
| 30D | -21.5% | +2.3% | -23.8% | -22.1% |
| 3M | +39.5% | -12.7% | +52.2% | +42.2% |
| 6M | +73.1% | +12.7% | +60.4% | +67.1% |
| YTD | -5.2% | +0.8% | -6.0% | -7.3% |
| 1Y | -1.6% | +17.8% | -19.4% | -6.7% |
| 3Y | -11.4% | +206.7% | -218.1% | -30.8% |
| 5Y | -65.1% | +113.9% | -179.0% | -71.9% |
| All | +460.1% | +94.5% | +365.5% | +364.4% |
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