-50.3%
TEAM vs UAL
+142.0%
-192.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.5% | -5.1% | -3.5% |
| 7D | -0.4% | +0.7% | -1.1% | -0.8% |
| 30D | +67.3% | -16.1% | +83.4% | +77.1% |
| 3M | +86.8% | +6.1% | +80.6% | +80.4% |
| 6M | +146.8% | +10.8% | +136.0% | +130.6% |
| YTD | +16.9% | -0.4% | +17.3% | +13.2% |
| 1Y | +12.8% | +5.0% | +7.8% | +6.1% |
| 3Y | -7.3% | +124.0% | -131.3% | -40.6% |
| All | -50.3% | +142.0% | -192.4% | -72.2% |
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