+454.5%
TEAM vs UAL
+97.8%
+356.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.4% | +2.9% |
| 7D | -19.7% | +2.3% | -22.0% | -20.1% |
| 30D | -26.6% | +13.3% | -40.0% | -28.6% |
| 3M | -1.1% | -6.3% | +5.2% | -0.5% |
| 6M | +74.6% | +22.5% | +52.1% | +65.9% |
| YTD | -6.0% | +5.9% | -11.8% | -8.9% |
| 1Y | -3.2% | +24.7% | -27.9% | -9.3% |
| 3Y | -13.5% | +211.6% | -225.1% | -32.7% |
| 5Y | -65.5% | +130.6% | -196.0% | -72.5% |
| 10Y | +454.5% | +96.5% | +358.1% | +346.6% |
| All | +454.5% | +97.8% | +356.8% | +346.6% |
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