-65.8%
TEAM vs UAL
+116.7%
-182.4%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.0% | +5.9% | +1.9% |
| 7D | -16.9% | +0.7% | -17.6% | -17.4% |
| 30D | -26.8% | +7.8% | -34.6% | -29.2% |
| 3M | -1.9% | -11.1% | +9.2% | +0.9% |
| 6M | +79.2% | +16.1% | +63.1% | +64.7% |
| YTD | -6.1% | -0.5% | -5.6% | -10.1% |
| 1Y | -2.1% | +11.3% | -13.3% | -10.6% |
| 3Y | -13.6% | +192.8% | -206.5% | -52.9% |
| 5Y | -65.8% | +123.3% | -189.0% | -81.1% |
| All | -65.8% | +116.7% | -182.4% | -81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling