+467.0%
TEAM vs UAL
+106.7%
+360.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.8% | -6.0% | -0.5% |
| 7D | -17.2% | +10.2% | -27.4% | -18.8% |
| 30D | -25.1% | +12.0% | -37.1% | -26.9% |
| 3M | +3.9% | -7.1% | +11.0% | +4.7% |
| 6M | +69.1% | +20.9% | +48.2% | +61.1% |
| YTD | -4.5% | +7.7% | -12.1% | -7.7% |
| 1Y | -1.9% | +23.6% | -25.4% | -7.8% |
| 3Y | -9.3% | +222.6% | -231.9% | -29.9% |
| 5Y | -65.2% | +127.9% | -193.1% | -72.3% |
| 10Y | +467.0% | +100.2% | +366.8% | +366.4% |
| All | +467.0% | +106.7% | +360.3% | +366.4% |
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